Palisade Asset 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
Q2 | $486K | Sell |
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|
2025
Q1 | $604K | Hold |
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|
2024
Q4 | $554K | Buy |
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|
2024
Q3 | $597K | Buy |
|
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|
2024
Q2 | $533K | Hold |
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|
2024
Q1 | $587K | Hold |
|
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|
2023
Q4 | $535K | Hold |
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|
2023
Q3 | $490K | Sell |
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|
2023
Q2 | $523K | Hold |
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|
2023
Q1 | $513K | Sell |
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|
2022
Q4 | $594K | Buy |
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|
2022
Q3 | $509K | Sell |
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|
2022
Q2 | $484K | Hold |
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|
2022
Q1 | $532K | Buy |
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|
2021
Q4 | $307K | Sell |
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|
2021
Q3 | $467K | Hold |
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|
2021
Q2 | $458K | Hold |
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|
2021
Q1 | $435K | Hold |
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|
2020
Q4 | $360K | Hold |
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|
2020
Q3 | $292K | Sell |
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|
2020
Q2 | $345K | Sell |
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|
2020
Q1 | $3.99M | Buy |
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|
2019
Q4 | $6.25M | Sell |
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|
2019
Q3 | $6.76M | Buy |
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|
2019
Q2 | $6.55M | Buy |
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|
2019
Q1 | $4.74M | Sell |
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|
2018
Q4 | $7.36M | Sell |
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|
2018
Q3 | $9.91M | Buy |
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|
2018
Q2 | $8.46M | Buy |
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|
2018
Q1 | $8.91M | Buy |
|