VisionPoint Advisory Group’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
Q3 | $236K | Sell |
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|
2025
Q2 | $226K | Buy |
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|
2025
Q1 | $208K | Hold |
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|
2024
Q4 | $191K | Hold |
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|
2024
Q3 | $211K | Hold |
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|
2024
Q2 | $193K | Hold |
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|
2024
Q1 | $212K | Hold |
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|
2023
Q4 | $194K | Hold |
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|
2023
Q3 | $177K | Hold |
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|
2023
Q2 | $187K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $229K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $299K | Sell |
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|
2019
Q3 | $564K | Sell |
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|
2019
Q2 | $608K | Sell |
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|
2019
Q1 | $654K | Buy |
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|
2018
Q4 | $489K | Buy |
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