Nicolet Bankshares’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
Q2 | $226K | Hold |
|
|||||
|
2025
Q1 | $240K | Sell |
|
|||||
|
2024
Q4 | $224K | Sell |
|
|||||
|
2024
Q3 | $322K | Sell |
|
|||||
|
2024
Q2 | $403K | Sell |
|
|||||
|
2024
Q1 | $468K | Sell |
|
|||||
|
2023
Q4 | $442K | Sell |
|
|||||
|
2023
Q3 | $419K | Sell |
|
|||||
|
2023
Q2 | $455K | Sell |
|
|||||
|
2023
Q1 | $449K | Sell |
|
|||||
|
2022
Q4 | $526K | Sell |
|
|||||
|
2022
Q3 | $463K | Hold |
|
|||||
|
2022
Q2 | $429K | Sell |
|
|||||
|
2022
Q1 | $473K | Sell |
|
|||||
|
2021
Q4 | $481K | Sell |
|
|||||
|
2021
Q3 | $436K | Hold |
|
|||||
|
2021
Q2 | $428K | Sell |
|
|||||
|
2021
Q1 | $410K | Sell |
|
|||||
|
2020
Q4 | $384K | Sell |
|
|||||
|
2020
Q3 | $316K | Sell |
|
|||||
|
2020
Q2 | $365K | Sell |
|
|||||
|
2020
Q1 | $277K | Buy |
|
|||||
|
2019
Q4 | $459K | Buy |
|
|||||
|
2019
Q3 | $473K | Sell |
|
|||||
|
2019
Q2 | $489K | Buy |
|
|||||
|
2019
Q1 | $421K | Sell |
|
|||||
|
2018
Q4 | $379K | Buy |
|
|||||
|
2018
Q3 | $477K | Sell |
|
|||||
|
2018
Q2 | $435K | Sell |
|
|||||
|
2018
Q1 | $502K | Sell |
|
|||||
|
2017
Q4 | $640K | Sell |
|
|||||
|
2017
Q3 | $628K | Sell |
|
|||||
|
2017
Q2 | $639K | Sell |
|
|||||
|
2017
Q1 | $639K | Sell |
|
|||||
|
2016
Q4 | $616K | Sell |
|
|||||
|
2016
Q3 | $574K | Sell |
|
|||||
|
2016
Q2 | $467K | Buy |
|
|||||
|
2016
Q1 | $439K | Buy |
|
|||||
|
2015
Q4 | $341K | Buy |
|