Arkadios Wealth Advisors’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
2025
Q3
$350K Buy
2021
Q4
Sell
2021
Q3
$34K Hold
2021
Q2
$33K Buy
2021
Q1
$23K Hold
2020
Q4
$19K Buy
2020
Q3
$10.3K Sell
2020
Q2
$10.8K Sell
2020
Q1
$9.9K Sell
2019
Q4
$18.2K Buy