9258 Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $323K | Hold |
|
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|
2024
Q2 | $295K | Sell |
|
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|
2024
Q1 | $327K | Hold |
|
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|
2023
Q4 | $298K | Hold |
|
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|
2023
Q3 | $273K | Sell |
|
|||||
|
2023
Q2 | $294K | Buy |
|
|||||
|
2023
Q1 | $287K | Hold |
|
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|
2022
Q4 | $324K | Hold |
|
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|
2022
Q3 | $279K | Hold |
|
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|
2022
Q2 | $258K | Hold |
|
|||||
|
2022
Q1 | $284K | Hold |
|
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|
2021
Q4 | $280K | Hold |
|
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|
2021
Q3 | $249K | Hold |
|
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|
2021
Q2 | $244K | Hold |
|
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|
2021
Q1 | $232K | Buy |
|
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|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $218K | Buy |
|