Interval Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.6M | Sell |
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|
2025
Q2 | $14.1M | Buy |
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|
2025
Q1 | $6.67M | Sell |
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|
2024
Q4 | $8.82M | Buy |
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|
2024
Q3 | $9.68M | Sell |
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|
2024
Q2 | $12.2M | Buy |
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|
2024
Q1 | $6.32M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $3.76M | Sell |
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|
2021
Q3 | $14.9M | Buy |
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|
2021
Q2 | $8.82M | Sell |
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|
2021
Q1 | $12.7M | Buy |
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|
2020
Q4 | $6.22M | Buy |
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|
2020
Q3 | $2.06M | Sell |
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|
2020
Q2 | $4.25M | Buy |
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|
2020
Q1 | $2.86M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.77M | Sell |
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|
2018
Q2 | $2M | Buy |
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|
2018
Q1 | $1.22M | Sell |
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|
2017
Q4 | $6.77M | Buy |
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|
2017
Q3 | – | Hold |
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|
2017
Q2 | – | Hold |
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|
2017
Q1 | – | Hold |
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|
2016
Q4 | – | Hold |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1.42M | Buy |
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