NewEdge Advisors’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 | $864K | Buy |
|
|||||
|
2025
Q2 | $639K | Buy |
|
|||||
|
2025
Q1 | $633K | Buy |
|
|||||
|
2024
Q4 | $468K | Buy |
|
|||||
|
2024
Q3 | $413K | Sell |
|
|||||
|
2024
Q2 | $383K | Sell |
|
|||||
|
2024
Q1 | $501K | Buy |
|
|||||
|
2023
Q4 | $241K | Sell |
|
|||||
|
2023
Q3 | $424K | Sell |
|
|||||
|
2023
Q2 | $571K | Buy |
|
|||||
|
2023
Q1 | $546K | Sell |
|
|||||
|
2022
Q4 | $634K | Buy |
|
|||||
|
2022
Q3 | $531K | Buy |
|
|||||
|
2022
Q2 | $426K | Sell |
|
|||||
|
2022
Q1 | $1.32M | Sell |
|
|||||
|
2021
Q4 | $1.4M | Buy |
|
|||||
|
2021
Q3 | $892K | Buy |
|
|||||
|
2021
Q2 | $780K | Buy |
|
|||||
|
2021
Q1 | $477K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $15K | Buy |
|