Abound Wealth Management’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 | $3.26K | Hold |
41
| – | – | ﹤0.01% | 669 |
|
|
2025
Q1 | $3.46K | Hold |
41
| – | – | ﹤0.01% | 607 |
|
|
2024
Q4 | $3.17K | Hold |
41
| – | – | ﹤0.01% | 615 |
|
|
2024
Q3 | $3.52K | Hold |
41
| – | – | ﹤0.01% | 619 |
|
|
2024
Q2 | $3.22K | Hold |
41
| – | – | ﹤0.01% | 581 |
|
|
2024
Q1 | $3.54K | Hold |
41
| – | – | ﹤0.01% | 595 |
|
|
2023
Q4 | $3.23K | Hold |
41
| – | – | ﹤0.01% | 591 |
|
|
2023
Q3 | $2.96K | Sell |
41
-10
| -20% | -$721 | ﹤0.01% | 561 |
|
|
2023
Q2 | $3.88K | Buy |
51
+10
| +24% | +$760 | ﹤0.01% | 543 |
|
|
2023
Q1 | $3.05K | Hold |
41
| – | – | ﹤0.01% | 522 |
|
|
2022
Q4 | $3.44K | Buy |
41
+25
| +156% | +$2.1K | ﹤0.01% | 426 |
|
|
2022
Q3 | $1.16K | Buy |
+16
| New | +$1.16K | ﹤0.01% | 586 |
|