Sound Income Strategies’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 | $20.3M | Sell |
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|
2025
Q2 | $19.8M | Buy |
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|
2025
Q1 | $20M | Buy |
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|
2024
Q4 | $17.7M | Buy |
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|
2024
Q3 | $18.1M | Buy |
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|
2024
Q2 | $15.3M | Buy |
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|
2024
Q1 | $15.7M | Buy |
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|
2023
Q4 | $13.2M | Buy |
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|
2023
Q3 | $11.1M | Buy |
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|
2023
Q2 | $10.9M | Buy |
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|
2023
Q1 | $9.91M | Buy |
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|
2022
Q4 | $10.1M | Sell |
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|
2022
Q3 | $12.4M | Sell |
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|
2022
Q2 | $12.2M | Buy |
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|
2022
Q1 | $12.2M | Buy |
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|
2021
Q4 | $10.4M | Buy |
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|
2021
Q3 | $9.27M | Buy |
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|
2021
Q2 | $7.92M | Buy |
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|
2021
Q1 | $6.78M | Buy |
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|
2020
Q4 | $3.82M | Buy |
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|
2020
Q3 | $2.34M | Buy |
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|
2020
Q2 | $1.99M | Buy |
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|
2020
Q1 | $1.33M | Buy |
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|
2019
Q4 | $1.88M | Buy |
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|
2019
Q3 | $1.75M | Buy |
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|
2019
Q2 | $1.52M | Buy |
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|
2019
Q1 | $976K | Buy |
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|
2018
Q4 | $858K | Sell |
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|
2018
Q3 | $1.26M | Buy |
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|
2018
Q2 | $805K | Buy |
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|
2018
Q1 | $652K | Buy |
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|
2017
Q4 | $604K | Buy |
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