William Blair & Company’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 | $254K | Sell |
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|
2025
Q2 | $255K | Sell |
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|
2025
Q1 | $294K | Sell |
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|
2024
Q4 | $283K | Sell |
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|
2024
Q3 | $344K | Sell |
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|
2024
Q2 | $393K | Buy |
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|
2024
Q1 | $423K | Buy |
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|
2023
Q4 | $359K | Buy |
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|
2023
Q3 | $309K | Sell |
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|
2023
Q2 | $339K | Sell |
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|
2023
Q1 | $333K | Sell |
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|
2022
Q4 | $440K | Buy |
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|
2022
Q3 | $352K | Buy |
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|
2022
Q2 | $303K | Buy |
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|
2022
Q1 | $276K | Buy |
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|
2021
Q4 | $263K | Sell |
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|
2021
Q3 | $281K | Buy |
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|
2021
Q2 | $224K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $216K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $252K | Buy |
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|
2017
Q3 | $212K | Buy |
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|
2017
Q2 | $210K | Hold |
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|
2017
Q1 | $205K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $257K | Sell |
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|
2015
Q4 | $304K | Buy |
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|
2015
Q3 | $305K | Buy |
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|
2015
Q2 | $319K | Sell |
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|
2015
Q1 | $350K | Buy |
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|
2014
Q4 | $288K | Buy |
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|
2014
Q3 | $278K | Hold |
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|
2014
Q2 | $267K | Buy |
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|
2014
Q1 | $239K | Sell |
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|
2013
Q4 | $272K | Sell |
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|
2013
Q3 | $259K | Sell |
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|
2013
Q2 | $310K | Buy |
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