Vontobel 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
Q3 | $508K | Sell |
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|
2025
Q2 | $515K | Buy |
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|
2025
Q1 | $515K | Sell |
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|
2024
Q4 | $515K | Hold |
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|
2024
Q3 | $571K | Hold |
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|
2024
Q2 | $521K | Sell |
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|
2024
Q1 | $600K | Sell |
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|
2023
Q4 | $557K | Sell |
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|
2023
Q3 | $597K | Sell |
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|
2023
Q2 | $742K | Sell |
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|
2023
Q1 | $755K | Buy |
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|
2022
Q4 | $763K | Buy |
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|
2022
Q3 | $280K | Sell |
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|
2022
Q2 | $313K | Sell |
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|
2022
Q1 | $391K | Sell |
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|
2021
Q4 | $408K | Buy |
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|
2021
Q3 | $305K | Buy |
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|
2021
Q2 | $240K | Sell |
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|
2021
Q1 | $254K | Hold |
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|
2020
Q4 | $229K | Buy |
|