Leelyn Smith’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.43M | Buy |
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|
2022
Q4 | $2.74M | Sell |
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|
2022
Q3 | $2.38M | Buy |
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|
2022
Q2 | $2.14M | Buy |
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|
2022
Q1 | $2.24M | Buy |
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|
2021
Q4 | $2.14M | Sell |
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|
2021
Q3 | $1.95M | Buy |
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|
2021
Q2 | $1.9M | Buy |
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|
2021
Q1 | $14K | Hold |
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|
2020
Q4 | $12K | Hold |
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|
2020
Q3 | $9K | Hold |
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|
2020
Q2 | $10K | Hold |
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|
2020
Q1 | $7K | Hold |
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|
2019
Q4 | $13 | Buy |
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