180 Wealth 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
Q3 | $260K | Sell |
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|
2025
Q2 | $261K | Sell |
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|
2025
Q1 | $287K | Sell |
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|
2024
Q4 | $264K | Sell |
|
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|
2024
Q3 | $309K | Sell |
|
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|
2024
Q2 | $321K | Sell |
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|
2024
Q1 | $361K | Sell |
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|
2023
Q4 | $360K | Sell |
|
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|
2023
Q3 | $359K | Buy |
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|
2023
Q2 | $379K | Sell |
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|
2023
Q1 | $459K | Buy |
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|
2022
Q4 | $448K | Sell |
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|
2022
Q3 | $359K | Buy |
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|
2022
Q2 | $314K | Buy |
|