Jackson Grant Investment Advisers’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 | $331K | Hold |
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|
2025
Q2 | $317K | Hold |
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|
2025
Q1 | $337K | Hold |
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|
2024
Q4 | $309K | Hold |
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|
2024
Q3 | $343K | Buy |
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|
2024
Q2 | $241K | Hold |
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|
2024
Q1 | $265K | Hold |
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|
2023
Q4 | $242K | Hold |
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|
2023
Q3 | $221K | Hold |
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|
2023
Q2 | $233K | Hold |
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|
2023
Q1 | $228K | Hold |
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|
2022
Q4 | $258K | Hold |
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|
2022
Q3 | $222K | Hold |
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|
2022
Q2 | $205K | Hold |
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|
2022
Q1 | $225K | Hold |
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|
2021
Q4 | $222K | Hold |
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|
2021
Q3 | $198K | Hold |
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|
2021
Q2 | $194K | Hold |
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|
2021
Q1 | $184K | Buy |
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