Unison 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 | $4.77M | Buy |
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|
2025
Q1 | $5.02M | Buy |
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|
2024
Q4 | $4.56M | Buy |
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|
2024
Q3 | $5.02M | Buy |
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|
2024
Q2 | $4.55M | Buy |
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|
2024
Q1 | $4.95M | Buy |
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|
2023
Q4 | $4.46M | Buy |
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|
2023
Q3 | $4.04M | Buy |
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|
2023
Q2 | $4.22M | Buy |
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|
2023
Q1 | $4.1M | Buy |
|
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|
2022
Q4 | $4.59M | Buy |
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|
2022
Q3 | $3.91M | Buy |
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|
2022
Q2 | $3.59M | Buy |
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|
2022
Q1 | $3.91M | Buy |
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|
2021
Q4 | $3.82M | Buy |
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|
2021
Q3 | $3.36M | Sell |
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|
2021
Q2 | $4.1M | Buy |
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|
2021
Q1 | $3.86M | Buy |
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|
2020
Q4 | $3.16M | Buy |
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|
2020
Q3 | $2.53M | Buy |
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|
2020
Q2 | $2.58M | Buy |
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|
2020
Q1 | $643K | Buy |
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|
2019
Q4 | $1.12M | Buy |
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|
2019
Q3 | $1.15M | Buy |
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|
2019
Q2 | $1.15M | Buy |
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|
2019
Q1 | $990K | Buy |
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|
2018
Q4 | $861K | Buy |
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|
2018
Q3 | $1.13M | Buy |
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|
2018
Q2 | $1.01M | Buy |
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|
2018
Q1 | $1.16M | Buy |
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|
2017
Q4 | $1.33M | Buy |
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