TOBAM’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $513K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $64K | Hold |
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|
2023
Q4 | $59K | Sell |
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|
2023
Q3 | $156K | Hold |
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|
2023
Q2 | $164K | Buy |
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|
2023
Q1 | $93K | Buy |
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|
2022
Q4 | $66K | Sell |
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|
2022
Q3 | $94K | Sell |
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|
2022
Q2 | $151K | Buy |
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|
2022
Q1 | $89K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $25K | Buy |
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