Atria Wealth Solutions’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 | $404K | Sell |
5,062
-26
| -0.5% | -$2.08K | 0.01% | 1015 |
|
|
2025
Q1 | $429K | Buy |
+5,088
| New | +$429K | 0.01% | 1261 |
|
|
2023
Q3 | – | Sell |
-2,796
| Closed | -$212K | – | 1936 |
|
|
2023
Q2 | $212K | Buy |
2,796
+17
| +0.6% | +$1.29K | ﹤0.01% | 1651 |
|
|
2023
Q1 | $207K | Sell |
2,779
-5,072
| -65% | -$377K | ﹤0.01% | 1652 |
|
|
2022
Q4 | $659K | Buy |
7,851
+31
| +0.4% | +$2.6K | 0.01% | 945 |
|
|
2022
Q3 | $564K | Buy |
+7,820
| New | +$564K | 0.01% | 956 |
|