Laird Norton Wetherby Wealth 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
Q3 | $581K | Sell |
7,010
-62
| -0.9% | -$4.96K | 0.02% | 523 |
|
|
2025
Q2 | $562K | Buy |
+7,072
| New | +$543K | 0.03% | 524 |
|
|
2024
Q4 | $492K | Sell |
6,362
-958
| -13% | -$80.7K | 0.02% | 536 |
|
|
2024
Q3 | $629K | Sell |
7,320
-66
| -0.9% | -$5.33K | 0.03% | 492 |
|
|
2024
Q2 | $579K | Sell |
7,386
-194
| -3% | -$15.8K | 0.03% | 498 |
|
|
2024
Q1 | $654K | Sell |
7,580
-48
| -0.6% | -$3.85K | 0.03% | 473 |
|
|
2023
Q4 | $600K | Buy |
7,628
+278
| +4% | +$20.1K | 0.03% | 488 |
|
|
2023
Q3 | $530K | Sell |
7,350
-136
| -2% | -$10.6K | 0.03% | 505 |
|
|
2023
Q2 | $568K | Sell |
7,486
-120
| -2% | -$8.65K | 0.03% | 491 |
|
|
2023
Q1 | $565K | Sell |
7,606
-55
| -0.7% | -$4.67K | 0.03% | 492 |
|
|
2022
Q4 | $643K | Buy |
7,661
+1
| +0% | +$86 | 0.04% | 435 |
|
|
2022
Q3 | $553K | Sell |
7,660
-80
| -1% | -$5.75K | 0.04% | 458 |
|
|
2022
Q2 | $517K | Sell |
7,740
-592
| -7% | -$41.6K | 0.04% | 492 |
|
|
2022
Q1 | $612K | Sell |
8,332
-34
| -0.4% | -$2.46K | 0.04% | 447 |
|
|
2021
Q4 | $605K | Buy |
8,366
+375
| +5% | +$26.2K | 0.03% | 458 |
|
|
2021
Q3 | $515K | Buy |
7,991
+200
| +3% | +$12.8K | 0.03% | 499 |
|
|
2021
Q2 | $492K | Buy |
7,791
+104
| +1% | +$6.65K | 0.03% | 519 |
|
|
2021
Q1 | $461K | Buy |
7,687
+53
| +0.7% | +$2.95K | 0.04% | 458 |
|
|
2020
Q4 | $379K | Buy |
7,634
+42
| +0.6% | +$1.92K | 0.03% | 558 |
|
|
2020
Q3 | $306K | Sell |
7,592
-101
| -1% | -$4.3K | 0.03% | 522 |
|
|
2020
Q2 | $320K | Sell |
7,693
-284
| -4% | -$10.4K | 0.03% | 488 |
|
|
2020
Q1 | $250K | Buy |
7,977
+645
| +9% | +$30.5K | 0.03% | 507 |
|
|
2019
Q4 | $404K | Sell |
7,332
-265
| -3% | -$14.5K | 0.04% | 454 |
|
|
2019
Q3 | $434K | Buy |
7,597
+87
| +1% | +$4.9K | 0.05% | 442 |
|
|
2019
Q2 | $435K | Buy |
7,510
+157
| +2% | +$8.65K | 0.05% | 431 |
|
|
2019
Q1 | $369K | Buy |
7,353
+99
| +1% | +$4.91K | 0.05% | 448 |
|
|
2018
Q4 | $321K | Buy |
7,254
+591
| +9% | +$29.1K | 0.05% | 447 |
|
|
2018
Q3 | $391K | Buy |
6,663
+67
| +1% | +$3.73K | 0.05% | 424 |
|
|
2018
Q2 | $349K | Sell |
6,596
-63
| -0.9% | -$3.66K | 0.05% | 428 |
|
|
2018
Q1 | $406K | Sell |
6,659
-134
| -2% | -$8.82K | 0.06% | 406 |
|
|
2017
Q4 | $480K | Buy |
6,793
+146
| +2% | +$10.1K | 0.07% | 361 |
|
|
2017
Q3 | $427K | Sell |
6,647
-49
| -0.7% | -$3.15K | 0.06% | 370 |
|
|
2017
Q2 | $429K | Sell |
6,696
-89
| -1% | -$5.65K | 0.07% | 335 |
|
|
2017
Q1 | $428K | Sell |
6,785
-140
| -2% | -$8.54K | 0.08% | 326 |
|
|
2016
Q4 | $401K | Buy |
6,925
+38
| +0.6% | +$2.13K | 0.08% | 320 |
|
|
2016
Q3 | $355K | Buy |
6,887
+238
| +4% | +$11.1K | 0.07% | 333 |
|
|
2016
Q2 | $273K | Buy |
6,649
+779
| +13% | +$32.9K | 0.06% | 378 |
|
|
2016
Q1 | $231K | Buy |
+5,870
| New | +$226K | 0.05% | 397 |
|
|
2015
Q4 | – | Sell |
-5,086
| Closed | -$241K | – | 480 |
|
|
2015
Q3 | $241K | Buy |
5,086
+90
| +2% | +$4.66K | 0.06% | 367 |
|
|
2015
Q2 | $256K | Buy |
4,996
+4
| +0.1% | +$208 | 0.06% | 369 |
|
|
2015
Q1 | $256K | Buy |
4,992
+77
| +2% | +$3.87K | 0.06% | 362 |
|
|
2014
Q4 | $255K | Buy |
4,915
+98
| +2% | +$5.08K | 0.06% | 354 |
|
|
2014
Q3 | $252K | Buy |
4,817
+117
| +2% | +$6.12K | 0.07% | 334 |
|
|
2014
Q2 | $237K | Buy |
4,700
+47
| +1% | +$2.21K | 0.07% | 354 |
|
|
2014
Q1 | $214K | Sell |
4,653
-229
| -5% | -$10.5K | 0.06% | 381 |
|
|
2013
Q4 | $241K | Sell |
4,882
-59
| -1% | -$2.8K | 0.07% | 349 |
|
|
2013
Q3 | $212K | Buy |
+4,941
| New | +$206K | 0.07% | 361 |
|
Other funds holding PFG
NLI
