Argonautica Private 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 | $701K | Sell |
8,821
-421
| -5% | -$33.4K | 0.22% | 90 |
|
|
2025
Q1 | $780K | Buy |
9,242
+31
| +0.3% | +$2.62K | 0.27% | 79 |
|
|
2024
Q4 | $713K | Buy |
9,211
+101
| +1% | +$7.82K | 0.23% | 87 |
|
|
2024
Q3 | $783K | Buy |
9,110
+42
| +0.5% | +$3.61K | 0.26% | 81 |
|
|
2024
Q2 | $711K | Buy |
9,068
+2,854
| +46% | +$224K | 0.24% | 91 |
|
|
2024
Q1 | $536K | Sell |
6,214
-603
| -9% | -$52K | 0.19% | 101 |
|
|
2023
Q4 | $536K | Buy |
6,817
+2
| +0% | +$157 | 0.22% | 91 |
|
|
2023
Q3 | $491K | Buy |
6,815
+89
| +1% | +$6.41K | 0.22% | 90 |
|
|
2023
Q2 | $510K | Buy |
6,726
+199
| +3% | +$15.1K | 0.23% | 85 |
|
|
2023
Q1 | $485K | Sell |
6,527
-595
| -8% | -$44.2K | 0.24% | 79 |
|
|
2022
Q4 | $598K | Buy |
+7,122
| New | +$598K | 0.31% | 68 |
|