AA
Addison Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477 | Buy |
+6
| New | +$477 | ﹤0.01% | 846 |
|
|
2023
Q1 | – | Sell |
-5
| Closed | -$420 | – | 745 |
|
|
2022
Q4 | $420 | Hold |
5
| – | – | ﹤0.01% | 709 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 752 |
|
|
2022
Q2 | $0 | Buy |
5
+1
| +25% | – | ﹤0.01% | 744 |
|
|
2022
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 770 |
|
|
2021
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 706 |
|