Jones Financial Companies’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 | $1.54M | Buy |
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|
2025
Q2 | $1.41M | Buy |
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|
2025
Q1 | $1.21M | Buy |
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|
2024
Q4 | $864K | Buy |
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|
2024
Q3 | $381K | Buy |
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|
2024
Q2 | $145K | Buy |
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|
2024
Q1 | $39.9K | Buy |
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|
2023
Q4 | $9.76K | Hold |
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|
2023
Q3 | $8.94K | Hold |
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|
2023
Q2 | $9.4K | Sell |
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|
2023
Q1 | $9.29K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $19K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $89K | Buy |
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