Veritable’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $623K | Sell |
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|
2023
Q1 | $709K | Sell |
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|
2022
Q4 | $1.17M | Sell |
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|
2022
Q3 | $1.17M | Sell |
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|
2022
Q2 | $1.33M | Buy |
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|
2022
Q1 | $1.41M | Buy |
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|
2021
Q4 | $1.35M | Buy |
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|
2021
Q3 | $1.15M | Buy |
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|
2021
Q2 | $977K | Buy |
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|
2021
Q1 | $409K | Buy |
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|
2020
Q4 | $229K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $215K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $310K | Sell |
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|
2019
Q3 | $336K | Buy |
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|
2019
Q2 | $331K | Sell |
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|
2019
Q1 | $292K | Buy |
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|
2018
Q4 | $230K | Sell |
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|
2018
Q3 | $356K | Buy |
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|
2018
Q2 | $321K | Sell |
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|
2018
Q1 | $397K | Sell |
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|
2017
Q4 | $479K | Buy |
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|
2017
Q3 | $395K | Hold |
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|
2017
Q2 | $393K | Buy |
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|
2017
Q1 | $372K | Sell |
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|
2016
Q4 | $345K | Buy |
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|
2016
Q3 | $298K | Buy |
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|
2016
Q2 | $227K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $213K | Buy |
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|
2015
Q3 | $204K | Buy |
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|
2015
Q2 | $212K | Sell |
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|
2015
Q1 | $644K | Buy |
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|
2014
Q4 | $633K | Buy |
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|
2014
Q3 | $614K | Buy |
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|
2014
Q2 | $359K | Sell |
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|
2014
Q1 | $338K | Buy |
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|
2013
Q4 | $358K | Sell |
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|
2013
Q3 | $332K | Buy |
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|
2013
Q2 | $274K | Buy |
|