Institutional & Family Asset Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $15.3K | Hold |
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|
2024
Q1 | $16.8K | Sell |
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|
2023
Q4 | $20.4K | Hold |
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|
2023
Q3 | $18.7K | Sell |
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|
2023
Q2 | $19.9K | Buy |
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|
2023
Q1 | $19.2K | Hold |
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|
2022
Q4 | $21.7K | Hold |
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|
2022
Q3 | $19K | Hold |
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|
2022
Q2 | $17K | Hold |
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|
2022
Q1 | $19K | Hold |
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|
2021
Q4 | $19K | Sell |
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|
2021
Q3 | $88K | Hold |
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|
2021
Q2 | $86K | Sell |
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|
2021
Q1 | $222K | Hold |
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|
2020
Q4 | $183K | Hold |
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|
2020
Q3 | $149K | Hold |
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|
2020
Q2 | $153K | Hold |
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|
2020
Q1 | $116K | Hold |
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|
2019
Q4 | $203K | Hold |
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|
2019
Q3 | $211K | Buy |
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|
2019
Q2 | $208K | Hold |
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|
2019
Q1 | $180K | Buy |
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|
2018
Q4 | $132K | Hold |
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|
2018
Q3 | $175K | Hold |
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|
2018
Q2 | $158K | Buy |
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|
2018
Q1 | $160K | Buy |
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