Leavell Investment Management’s Principal Financial Group PFG Stock Holding History

Leavell Investment Management’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$218K	Sell
2025 Q2	$212K	Sell
2025 Q1	$227K	Hold
2024 Q4	$208K	Buy
2024 Q3	$219K	Hold
2024 Q2	$200K	Buy
2024 Q1	$212K	Buy
2023 Q1	–	Sell
2022 Q4	$229K	Buy