Unigestion Holding’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
Q1
$3.47M Sell
2024
Q4
$3.52M Hold
2024
Q3
$3.91M Buy
2023
Q3
Sell
2023
Q2
$540K Sell
2023
Q1
$642K Buy