Neo Ivy 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
Q4 | – | Sell |
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|
2025
Q3 | $1.4M | Buy |
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|
2023
Q4 | $32K | Sell |
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|
2023
Q3 | $961K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $40K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $130K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $356K | Buy |
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|
2020
Q4 | $152K | Sell |
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|
2020
Q3 | $449K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $271K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $932K | Buy |
|