Johnson Investment Counsel’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 | $268K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $546K | Buy |
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|
2023
Q3 | $497K | Sell |
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|
2023
Q2 | $527K | Hold |
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|
2023
Q1 | $517K | Hold |
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|
2022
Q4 | $583K | Sell |
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|
2022
Q3 | $503K | Buy |
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|
2022
Q2 | $441K | Hold |
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|
2022
Q1 | $485K | Buy |
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|
2021
Q4 | $393K | Buy |
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|
2021
Q3 | $341K | Buy |
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|
2021
Q2 | $215K | Hold |
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|
2021
Q1 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $280K | Sell |
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|
2019
Q3 | $338K | Buy |
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|
2019
Q2 | $327K | Buy |
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|
2019
Q1 | $277K | Buy |
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|
2018
Q4 | $224K | Sell |
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|
2018
Q3 | $542K | Sell |
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|
2018
Q2 | $504K | Buy |
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|
2018
Q1 | $564K | Buy |
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|
2017
Q4 | $586K | Buy |
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|
2017
Q3 | $431K | Buy |
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|
2017
Q2 | $403K | Buy |
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|
2017
Q1 | $377K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $462K | Hold |
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|
2015
Q2 | $501K | Hold |
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|
2015
Q1 | $502K | Hold |
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|
2014
Q4 | $507K | Sell |
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|
2014
Q3 | $525K | Buy |
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|
2014
Q2 | $471K | Sell |
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|
2014
Q1 | $434K | Sell |
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|
2013
Q4 | $475K | Buy |
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|
2013
Q3 | $403K | Sell |
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|
2013
Q2 | $364K | Buy |
|