OneDigital Investment 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 | $1.09M | Sell |
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|
2025
Q2 | $1.06M | Sell |
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|
2025
Q1 | $1.24M | Buy |
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|
2024
Q4 | $1.11M | Sell |
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|
2024
Q3 | $1.24M | Sell |
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|
2024
Q2 | $1.13M | Buy |
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|
2024
Q1 | $1.23M | Sell |
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|
2023
Q4 | $1.12M | Buy |
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|
2023
Q3 | $981K | Sell |
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|
2023
Q2 | $1.24M | Sell |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $1.11M | Sell |
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|
2022
Q3 | $1.27M | Sell |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $1.3M | Sell |
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|
2021
Q4 | $1.3M | Buy |
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|
2021
Q3 | $1.16M | Sell |
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|
2021
Q2 | $1.16M | Buy |
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|
2021
Q1 | $302K | Buy |
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|
2020
Q4 | $244K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $307K | Buy |
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|
2020
Q1 | $224K | Buy |
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|
2019
Q4 | $304K | Sell |
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|
2019
Q3 | $319K | Buy |
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|
2019
Q2 | $75K | Buy |
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|
2019
Q1 | $58K | Hold |
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|
2018
Q4 | $51K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $168K | Sell |
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|
2018
Q1 | $194K | Buy |
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|
2017
Q4 | $155K | Buy |
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|
2017
Q3 | $52K | Sell |
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|
2017
Q2 | $156K | Buy |
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