West Paces Advisors’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 | – | Sell |
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|
2025
Q1 | $10K | Buy |
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|
2024
Q4 | $1.47K | Hold |
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|
2024
Q3 | $1.63K | Hold |
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|
2024
Q2 | $1.49K | Hold |
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|
2024
Q1 | $1.64K | Sell |
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|
2023
Q4 | $1.89K | Buy |
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|
2023
Q3 | $1.37K | Hold |
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|
2023
Q2 | $1.44K | Hold |
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|
2023
Q1 | $1.41K | Hold |
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|
2022
Q4 | $1.59K | Hold |
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|
2022
Q3 | $1.37K | Hold |
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|
2022
Q2 | $1.27K | Hold |
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|
2022
Q1 | $1.4K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $7.73K | Hold |
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|
2021
Q2 | $7.58K | Hold |
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|
2021
Q1 | $7.2K | Hold |
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|
2020
Q4 | $5.95K | Hold |
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|
2020
Q3 | $4.83K | Hold |
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|
2020
Q2 | $4.99K | Hold |
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|
2020
Q1 | $3.76K | Sell |
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|
2019
Q4 | $8.41K | Hold |
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|
2019
Q3 | $8.74K | Hold |
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|
2019
Q2 | $8.86K | Hold |
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|
2019
Q1 | $7.68K | Hold |
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|
2018
Q4 | $6.76K | Hold |
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|
2018
Q3 | $8.96K | Hold |
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|
2018
Q2 | $8.1K | Hold |
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|
2018
Q1 | $9.32K | Hold |
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|
2017
Q4 | $10.8K | Sell |
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|
2017
Q3 | $12.9K | Hold |
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|
2017
Q2 | $12.9K | Hold |
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|
2017
Q1 | $12.7K | Hold |
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|
2016
Q4 | $11.6K | Buy |
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