180 Wealth Advisors’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Sell |
3,287
-118
| -3% | -$9.37K | 0.04% | 358 |
|
|
2025
Q1 | $287K | Sell |
3,405
-6
| -0.2% | -$506 | 0.05% | 329 |
|
|
2024
Q4 | $264K | Sell |
3,411
-191
| -5% | -$14.8K | 0.04% | 340 |
|
|
2024
Q3 | $309K | Sell |
3,602
-229
| -6% | -$19.7K | 0.05% | 328 |
|
|
2024
Q2 | $321K | Sell |
3,831
-351
| -8% | -$29.4K | 0.05% | 303 |
|
|
2024
Q1 | $361K | Sell |
4,182
-367
| -8% | -$31.7K | 0.06% | 258 |
|
|
2023
Q4 | $360K | Sell |
4,549
-430
| -9% | -$34K | 0.07% | 246 |
|
|
2023
Q3 | $359K | Buy |
4,979
+34
| +0.7% | +$2.45K | 0.08% | 237 |
|
|
2023
Q2 | $379K | Sell |
4,945
-1,228
| -20% | -$94.1K | 0.08% | 220 |
|
|
2023
Q1 | $459K | Buy |
6,173
+1,316
| +27% | +$97.8K | 0.11% | 196 |
|
|
2022
Q4 | $448K | Sell |
4,857
-124
| -2% | -$11.4K | 0.11% | 200 |
|
|
2022
Q3 | $359K | Buy |
4,981
+343
| +7% | +$24.7K | 0.1% | 206 |
|
|
2022
Q2 | $314K | Buy |
+4,638
| New | +$314K | 0.08% | 248 |
|