Jacobi Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Buy |
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|
2025
Q1 | $529K | Buy |
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|
2024
Q4 | $485K | Buy |
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|
2024
Q3 | $531K | Buy |
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|
2024
Q2 | $412K | Sell |
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|
2024
Q1 | $458K | Buy |
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|
2023
Q4 | $404K | Buy |
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|
2023
Q3 | $349K | Sell |
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|
2023
Q2 | $449K | Buy |
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|
2023
Q1 | $348K | Buy |
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|
2022
Q4 | $290K | Sell |
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|
2022
Q3 | $252K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $221K | Buy |
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|
2021
Q3 | $194K | Buy |
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|
2021
Q2 | $147K | Sell |
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|
2021
Q1 | $155K | Sell |
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|
2020
Q4 | $143K | Buy |
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|
2020
Q3 | $116K | Buy |
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|
2020
Q2 | $119K | Buy |
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|
2020
Q1 | $85K | Buy |
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|
2019
Q4 | $150K | Buy |
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|
2019
Q3 | $155K | Buy |
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|
2019
Q2 | $157K | Buy |
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|
2019
Q1 | $136K | Buy |
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|
2018
Q4 | $120K | Buy |
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|
2018
Q3 | $159K | Buy |
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|
2018
Q2 | $143K | Sell |
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|
2018
Q1 | $176K | Buy |
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|
2017
Q4 | $214K | Buy |
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|
2017
Q3 | $179K | Buy |
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|
2017
Q2 | $176K | Buy |
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|
2017
Q1 | $167K | Buy |
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|
2016
Q4 | $41K | Sell |
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|
2016
Q3 | $137K | Buy |
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|
2016
Q2 | $27K | Buy |
|