Apollon 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 | $429K | Sell |
5,397
-326
| -6% | -$25.9K | 0.01% | 856 |
|
|
2025
Q1 | $483K | Buy |
5,723
+577
| +11% | +$48.7K | 0.01% | 766 |
|
|
2024
Q4 | $398K | Sell |
5,146
-191
| -4% | -$14.8K | 0.01% | 835 |
|
|
2024
Q3 | $458K | Sell |
5,337
-167
| -3% | -$14.3K | 0.01% | 754 |
|
|
2024
Q2 | $432K | Buy |
5,504
+399
| +8% | +$31.3K | 0.01% | 737 |
|
|
2024
Q1 | $441K | Buy |
5,105
+71
| +1% | +$6.13K | 0.01% | 739 |
|
|
2023
Q4 | $396K | Buy |
5,034
+894
| +22% | +$70.3K | 0.01% | 733 |
|
|
2023
Q3 | $298K | Sell |
4,140
-625
| -13% | -$45K | 0.02% | 702 |
|
|
2023
Q2 | $361K | Buy |
4,765
+333
| +8% | +$25.3K | 0.02% | 692 |
|
|
2023
Q1 | $329K | Buy |
4,432
+375
| +9% | +$27.9K | 0.02% | 659 |
|
|
2022
Q4 | $340K | Sell |
4,057
-143
| -3% | -$12K | 0.02% | 627 |
|
|
2022
Q3 | $303K | Sell |
4,200
-158
| -4% | -$11.4K | 0.03% | 598 |
|
|
2022
Q2 | $291K | Buy |
4,358
+765
| +21% | +$51.1K | 0.02% | 575 |
|
|
2022
Q1 | $264K | Buy |
+3,593
| New | +$264K | 0.02% | 619 |
|