Martin Capital Partners’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 | $897K | Buy |
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|
2025
Q2 | $816K | Buy |
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|
2025
Q1 | $283K | Buy |
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|
2024
Q4 | $213K | Sell |
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|
2024
Q3 | $663K | Sell |
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|
2024
Q2 | $839K | Sell |
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|
2024
Q1 | $948K | Sell |
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|
2023
Q4 | $872K | Buy |
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|
2023
Q3 | $798K | Buy |
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|
2023
Q2 | $837K | Buy |
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|
2023
Q1 | $810K | Buy |
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|
2022
Q4 | $886K | Sell |
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|
2022
Q3 | $834K | Buy |
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|
2022
Q2 | $686K | Buy |
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|
2022
Q1 | $747K | Buy |
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|
2021
Q4 | $692K | Buy |
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|
2021
Q3 | $609K | Buy |
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|
2021
Q2 | $591K | Buy |
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|
2021
Q1 | $547K | Buy |
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|
2020
Q4 | $377K | Buy |
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|
2020
Q3 | $271K | Buy |
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|
2020
Q2 | $264K | Sell |
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|
2020
Q1 | $202K | Sell |
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|
2019
Q4 | $2.45M | Buy |
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|
2019
Q3 | $2.36M | Buy |
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|
2019
Q2 | $2.34M | Buy |
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|
2019
Q1 | $1.94M | Buy |
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|
2018
Q4 | $1.48M | Buy |
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|
2018
Q3 | $355K | Buy |
|