Transamerica Financial Advisors’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 | $929K | Sell |
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|
2025
Q1 | $987K | Buy |
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|
2024
Q4 | $258K | Sell |
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|
2024
Q3 | $300K | Buy |
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|
2024
Q2 | $257K | Hold |
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|
2024
Q1 | $283K | Buy |
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|
2023
Q4 | $53K | Buy |
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|
2023
Q3 | $13K | Buy |
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|
2023
Q2 | $1K | Hold |
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|
2023
Q1 | $1K | Hold |
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|
2022
Q4 | $1K | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $190K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $143K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $36K | Buy |
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|
2018
Q3 | $7K | Buy |
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|
2018
Q2 | $1K | Sell |
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|
2018
Q1 | $530K | Sell |
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|
2017
Q4 | $643K | Sell |
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|
2017
Q3 | $593K | Sell |
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|
2017
Q2 | $603K | Sell |
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|
2017
Q1 | $880K | Buy |
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|
2016
Q4 | $806K | Buy |
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|
2016
Q3 | $715K | Buy |
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|
2016
Q2 | $519K | Sell |
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|
2016
Q1 | $754K | Buy |
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|
2015
Q4 | $739K | Buy |
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|
2015
Q3 | $733K | Buy |
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|
2015
Q2 | $776K | Buy |
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|
2015
Q1 | $772K | Buy |
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|
2014
Q4 | $637K | Buy |
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