Sentry Investment 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 | $51K | Hold |
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|
2025
Q1 | $45K | Sell |
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|
2024
Q4 | $63K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $93K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $131K | Buy |
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|
2022
Q3 | $96K | Sell |
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|
2022
Q2 | $111K | Buy |
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|
2022
Q1 | $110K | Sell |
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|
2021
Q4 | $127K | Hold |
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|
2021
Q3 | $113K | Buy |
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|
2021
Q2 | $10K | Sell |
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|
2021
Q1 | $152K | Sell |
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|
2020
Q4 | $728K | Hold |
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|
2020
Q3 | $591K | Hold |
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|
2020
Q2 | $610K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $712K | Sell |
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|
2018
Q4 | $682K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $43K | Hold |
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|
2017
Q2 | $43K | Hold |
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|
2017
Q1 | $42K | Sell |
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|
2016
Q4 | $707K | Hold |
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|
2016
Q3 | $630K | Hold |
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|
2016
Q2 | $503K | Hold |
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|
2016
Q1 | $482K | Hold |
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|
2015
Q4 | $550K | Sell |
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|
2015
Q3 | $605K | Sell |
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|
2015
Q2 | $912K | Hold |
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|
2015
Q1 | $913K | Buy |
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|
2014
Q4 | $663K | Hold |
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|
2014
Q3 | $670K | Sell |
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|
2014
Q2 | $724K | Sell |
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|
2014
Q1 | $708K | Hold |
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|
2013
Q4 | $759K | Buy |
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|
2013
Q3 | $497K | Hold |
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|
2013
Q2 | $434K | Buy |
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