Asset Dedication LLC’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 | $12.8K | Hold |
161
| – | – | ﹤0.01% | 781 |
|
|
2025
Q1 | $13.6K | Sell |
161
-340
| -68% | -$28.7K | ﹤0.01% | 719 |
|
|
2024
Q4 | $38.8K | Buy |
501
+48
| +11% | +$3.72K | ﹤0.01% | 519 |
|
|
2024
Q3 | $38.9K | Sell |
453
-29
| -6% | -$2.49K | ﹤0.01% | 551 |
|
|
2024
Q2 | $37.8K | Buy |
482
+29
| +6% | +$2.28K | ﹤0.01% | 540 |
|
|
2024
Q1 | $39K | Hold |
453
| – | – | ﹤0.01% | 483 |
|
|
2023
Q4 | $36K | Hold |
453
| – | – | ﹤0.01% | 481 |
|
|
2023
Q3 | $33K | Hold |
453
| – | – | ﹤0.01% | 489 |
|
|
2023
Q2 | $35K | Hold |
453
| – | – | ﹤0.01% | 487 |
|
|
2023
Q1 | $33K | Buy |
453
+113
| +33% | +$8.23K | ﹤0.01% | 481 |
|
|
2022
Q4 | $29K | Sell |
340
-6
| -2% | -$512 | ﹤0.01% | 492 |
|
|
2022
Q3 | $25K | Buy |
346
+340
| +5,667% | +$24.6K | ﹤0.01% | 491 |
|
|
2022
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 841 |
|
|
2022
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1035 |
|
|
2016
Q2 | – | Sell |
-8
| Closed | – | – | 433 |
|
|
2016
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 580 |
|
|
2015
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 684 |
|