PAM
Palisade Asset Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Sell |
6,116
-1,046
| -15% | -$83.1K | 0.05% | 150 |
|
|
2025
Q1 | $604K | Hold |
7,162
| – | – | 0.06% | 134 |
|
|
2024
Q4 | $554K | Buy |
7,162
+216
| +3% | +$16.7K | 0.06% | 141 |
|
|
2024
Q3 | $597K | Buy |
6,946
+146
| +2% | +$12.5K | 0.06% | 142 |
|
|
2024
Q2 | $533K | Hold |
6,800
| – | – | 0.06% | 147 |
|
|
2024
Q1 | $587K | Hold |
6,800
| – | – | 0.06% | 144 |
|
|
2023
Q4 | $535K | Hold |
6,800
| – | – | 0.06% | 144 |
|
|
2023
Q3 | $490K | Sell |
6,800
-100
| -1% | -$7.21K | 0.06% | 141 |
|
|
2023
Q2 | $523K | Hold |
6,900
| – | – | 0.06% | 141 |
|
|
2023
Q1 | $513K | Sell |
6,900
-180
| -3% | -$13.4K | 0.06% | 141 |
|
|
2022
Q4 | $594K | Buy |
7,080
+30
| +0.4% | +$2.52K | 0.07% | 140 |
|
|
2022
Q3 | $509K | Sell |
7,050
-200
| -3% | -$14.4K | 0.07% | 138 |
|
|
2022
Q2 | $484K | Hold |
7,250
| – | – | 0.06% | 138 |
|
|
2022
Q1 | $532K | Buy |
7,250
+3,000
| +71% | +$220K | 0.06% | 140 |
|
|
2021
Q4 | $307K | Sell |
4,250
-3,000
| -41% | -$217K | 0.03% | 164 |
|
|
2021
Q3 | $467K | Hold |
7,250
| – | – | 0.06% | 146 |
|
|
2021
Q2 | $458K | Hold |
7,250
| – | – | 0.05% | 148 |
|
|
2021
Q1 | $435K | Hold |
7,250
| – | – | 0.06% | 147 |
|
|
2020
Q4 | $360K | Hold |
7,250
| – | – | 0.05% | 153 |
|
|
2020
Q3 | $292K | Sell |
7,250
-1,050
| -13% | -$42.3K | 0.04% | 153 |
|
|
2020
Q2 | $345K | Sell |
8,300
-119,131
| -93% | -$4.95M | 0.06% | 141 |
|
|
2020
Q1 | $3.99M | Buy |
127,431
+13,890
| +12% | +$435K | 0.73% | 49 |
|
|
2019
Q4 | $6.25M | Sell |
113,541
-4,815
| -4% | -$265K | 0.91% | 43 |
|
|
2019
Q3 | $6.76M | Buy |
118,356
+5,220
| +5% | +$298K | 1.03% | 41 |
|
|
2019
Q2 | $6.55M | Buy |
113,136
+18,750
| +20% | +$1.09M | 1.02% | 41 |
|
|
2019
Q1 | $4.74M | Sell |
94,386
-72,321
| -43% | -$3.63M | 0.75% | 47 |
|
|
2018
Q4 | $7.36M | Sell |
166,707
-2,442
| -1% | -$108K | 1.08% | 36 |
|
|
2018
Q3 | $9.91M | Buy |
169,149
+9,407
| +6% | +$551K | 1.31% | 33 |
|
|
2018
Q2 | $8.46M | Buy |
159,742
+13,518
| +9% | +$716K | 1.22% | 36 |
|
|
2018
Q1 | $8.91M | Buy |
+146,224
| New | +$8.91M | 1.35% | 35 |
|