Waldron Private Wealth’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 | $386K | Hold |
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|
2025
Q2 | $370K | Hold |
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|
2025
Q1 | $393K | Sell |
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|
2024
Q4 | $413K | Sell |
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|
2024
Q3 | $460K | Sell |
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|
2024
Q2 | $421K | Buy |
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|
2024
Q1 | $460K | Hold |
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|
2023
Q4 | $420K | Sell |
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|
2023
Q3 | $388K | Sell |
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|
2023
Q2 | $419K | Buy |
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|
2023
Q1 | $410K | Sell |
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|
2022
Q4 | $398K | Hold |
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|
2022
Q3 | $398K | Sell |
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|
2022
Q2 | $369K | Sell |
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|
2022
Q1 | $410K | Buy |
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|
2021
Q4 | $397K | Hold |
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|
2021
Q3 | $353K | Buy |
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|
2021
Q2 | $335K | Sell |
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|
2021
Q1 | $392K | Hold |
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|
2020
Q4 | $324K | Hold |
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|
2020
Q3 | $263K | Buy |
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|
2020
Q2 | $269K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $348K | Hold |
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|
2019
Q3 | $361K | Buy |
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