AP
Aspect Partners’s Principal Financial Group PFG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $874 | Sell |
11
-6
| -35% | -$477 | ﹤0.01% | 537 |
|
2025
Q1 | $1.43K | Hold |
17
| – | – | ﹤0.01% | 479 |
|
2024
Q4 | $1.32K | Hold |
17
| – | – | ﹤0.01% | 505 |
|
2024
Q3 | $1.46K | Hold |
17
| – | – | ﹤0.01% | 467 |
|
2024
Q2 | $1.33K | Buy |
17
+6
| +55% | +$471 | ﹤0.01% | 488 |
|
2024
Q1 | $949 | Hold |
11
| – | – | ﹤0.01% | 488 |
|
2023
Q4 | $865 | Buy |
+11
| New | +$865 | ﹤0.01% | 480 |
|