Weaver C. Barksdale & Associates’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 | $1.76M | Sell |
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|
2025
Q1 | $1.88M | Sell |
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|
2024
Q4 | $1.77M | Buy |
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|
2024
Q3 | $1.73M | Sell |
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|
2024
Q2 | $1.64M | Sell |
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|
2024
Q1 | $1.83M | Sell |
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|
2023
Q4 | $1.68M | Sell |
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|
2023
Q3 | $1.95M | Buy |
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|
2023
Q2 | $1.72M | Sell |
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|
2023
Q1 | $1.79M | Sell |
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|
2022
Q4 | $2.12M | Buy |
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|
2022
Q3 | $1.78M | Sell |
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|
2022
Q2 | $1.71M | Buy |
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|
2022
Q1 | $1.76M | Buy |
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|
2021
Q4 | $1.71M | Buy |
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|
2017
Q4 | $1.83M | Sell |
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|
2017
Q3 | $1.71M | Sell |
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|
2017
Q2 | $1.71M | Hold |
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|
2017
Q1 | $1.68M | Buy |
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|
2016
Q4 | $1.09M | Buy |
|