TD Private Client Wealth’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 | $29.5K | Buy |
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|
2025
Q2 | $24.5K | Buy |
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|
2025
Q1 | $25.8K | Sell |
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|
2024
Q4 | $26.9K | Sell |
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|
2024
Q3 | $30.8K | Buy |
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|
2024
Q2 | $27.9K | Buy |
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|
2024
Q1 | $27.2K | Sell |
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|
2023
Q4 | $117K | Buy |
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|
2023
Q3 | $99.2K | Buy |
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|
2023
Q2 | $72.4K | Buy |
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|
2023
Q1 | $69.6K | Sell |
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|
2022
Q4 | $80.5K | Buy |
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|
2022
Q3 | $32.8K | Buy |
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|
2022
Q2 | $25.6K | Sell |
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|
2022
Q1 | $35.7K | Buy |
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|
2021
Q4 | $33.3K | Sell |
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|
2021
Q3 | $34.8K | Sell |
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|
2021
Q2 | $36.3K | Buy |
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|
2021
Q1 | $33.9K | Sell |
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|
2020
Q4 | $33.5K | Sell |
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|
2020
Q3 | $32.3K | Sell |
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|
2020
Q2 | $62K | Sell |
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|
2020
Q1 | $56.1K | Buy |
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|
2019
Q4 | $51.5K | Buy |
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