MAI Capital 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 | $1.84M | Buy |
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|
2025
Q2 | $1.64M | Buy |
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|
2025
Q1 | $1.74M | Sell |
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|
2024
Q4 | $1.6M | Buy |
|
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|
2024
Q3 | $1.51M | Sell |
|
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|
2024
Q2 | $1.77M | Buy |
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|
2024
Q1 | $1.94M | Buy |
|
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|
2023
Q4 | $525K | Buy |
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|
2023
Q3 | $372K | Sell |
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|
2023
Q2 | $403K | Sell |
|
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|
2023
Q1 | $474K | Sell |
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|
2022
Q4 | $1.07M | Buy |
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|
2022
Q3 | $370K | Buy |
|