Verdence Capital 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 | $686K | Buy |
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|
2025
Q1 | $368K | Buy |
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|
2024
Q4 | $242K | Sell |
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|
2024
Q3 | $270K | Buy |
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|
2024
Q2 | $247K | Sell |
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|
2024
Q1 | $827K | Sell |
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|
2023
Q4 | $926K | Buy |
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|
2023
Q3 | $838K | Buy |
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|
2023
Q2 | $645K | Buy |
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|
2023
Q1 | $495K | Buy |
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|
2022
Q4 | $383K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $218K | Buy |
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