Xponance’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 | $9M | Sell |
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|
2025
Q2 | $8.62M | Buy |
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|
2025
Q1 | $9.08M | Buy |
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|
2024
Q4 | $8.1M | Buy |
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|
2024
Q3 | $3.71M | Buy |
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|
2024
Q2 | $3.35M | Buy |
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|
2024
Q1 | $3.47M | Buy |
|
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|
2023
Q4 | $2.91M | Buy |
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|
2023
Q3 | $2.28M | Buy |
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|
2023
Q2 | $2.37M | Buy |
|
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|
2023
Q1 | $2.31M | Buy |
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|
2022
Q4 | $2.48M | Buy |
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|
2022
Q3 | $1.87M | Buy |
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|
2022
Q2 | $1.51M | Buy |
|
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|
2022
Q1 | $1.26M | Buy |
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|
2021
Q4 | $1.19M | Buy |
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|
2021
Q3 | $830K | Sell |
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|
2021
Q2 | $908K | Sell |
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|
2021
Q1 | $4.59M | Buy |
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|
2020
Q4 | $3.79M | Sell |
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|
2020
Q3 | $3.16M | Sell |
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|
2020
Q2 | $3.88M | Buy |
|