SignatureFD’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
Q3 | $199K | Sell |
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|
2025
Q2 | $194K | Sell |
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|
2025
Q1 | $215K | Sell |
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|
2024
Q4 | $198K | Buy |
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|
2024
Q3 | $211K | Sell |
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|
2024
Q2 | $218K | Buy |
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|
2024
Q1 | $240K | Buy |
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|
2023
Q4 | $216K | Sell |
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|
2023
Q3 | $217K | Buy |
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|
2023
Q2 | $183K | Sell |
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|
2023
Q1 | $182K | Sell |
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|
2022
Q4 | $214K | Sell |
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|
2022
Q3 | $185K | Sell |
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|
2022
Q2 | $222K | Sell |
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|
2022
Q1 | $277K | Buy |
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|
2021
Q4 | $268K | Buy |
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|
2021
Q3 | $196K | Buy |
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|
2021
Q2 | $157K | Buy |
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|
2021
Q1 | $137K | Buy |
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|
2020
Q4 | $107K | Buy |
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|
2020
Q3 | $78K | Sell |
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|
2020
Q2 | $81K | Sell |
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|
2020
Q1 | $64K | Sell |
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|
2019
Q4 | $138K | Sell |
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|
2019
Q3 | $151K | Sell |
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|
2019
Q2 | $203K | Buy |
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|
2019
Q1 | $153K | Sell |
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|
2018
Q4 | $140K | Buy |
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|
2018
Q3 | $80K | Sell |
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|
2018
Q2 | $117K | Buy |
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|
2018
Q1 | $90K | Sell |
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|
2017
Q4 | $462K | Buy |
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|
2017
Q3 | $419K | Buy |
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|
2017
Q2 | $415K | Buy |
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|
2017
Q1 | $398K | Sell |
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|
2016
Q4 | $366K | Buy |
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|
2016
Q3 | $325K | Buy |
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|
2016
Q2 | $255K | Buy |
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|
2016
Q1 | $242K | Buy |
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|
2015
Q4 | $265K | Sell |
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|
2015
Q3 | $483K | Sell |
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|
2015
Q2 | $525K | Buy |
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|
2015
Q1 | $518K | Sell |
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|
2014
Q4 | $528K | Buy |
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|
2014
Q3 | $488K | Hold |
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|
2014
Q2 | $469K | Hold |
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|
2014
Q1 | $428K | Hold |
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|
2013
Q4 | $459K | Hold |
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|
2013
Q3 | $398K | Hold |
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|
2013
Q2 | $348K | Buy |
|