RE Dickinson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $549K | Buy |
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|
2024
Q3 | $60.4K | Buy |
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|
2024
Q2 | $54.7K | Buy |
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|
2024
Q1 | $60K | Sell |
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|
2023
Q4 | $24K | Buy |
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|
2023
Q3 | $49K | Buy |
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|
2023
Q2 | $51K | Sell |
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|
2023
Q1 | $49K | Buy |
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|
2022
Q4 | $55K | Sell |
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|
2022
Q3 | $48K | Buy |
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|
2022
Q2 | $44 | Buy |
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|
2022
Q1 | $48K | Buy |
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|
2021
Q4 | $47K | Buy |
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