RegentAtlantic Capital’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
2022
Q3
$1.68M Sell
2022
Q2
$1.6M Sell
2022
Q1
$1.76M Sell
2021
Q4
$3.98M Buy
2021
Q3
$3.53M Sell
2021
Q2
$3.5M Sell
2021
Q1
$3.33M Buy
2020
Q4
$2.57M Buy
2020
Q3
$2.04M Buy
2020
Q2
$2.09M Buy
2020
Q1
$232K Sell
2019
Q4
$492K Buy
2019
Q3
$300K Buy
2015
Q1
Sell
2014
Q4
$65.4K Buy