Avion Wealth’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 | $1K | Sell |
18
-2
| -10% | -$111 | ﹤0.01% | 1033 |
|
|
2025
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 903 |
|
|
2024
Q4 | $1K | Buy |
20
+6
| +43% | +$300 | ﹤0.01% | 900 |
|
|
2024
Q3 | $1K | Hold |
14
| – | – | ﹤0.01% | 874 |
|
|
2024
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 791 |
|
|
2024
Q1 | $2K | Hold |
14
| – | – | ﹤0.01% | 741 |
|
|
2023
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 916 |
|
|
2023
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 1104 |
|
|
2023
Q2 | $0 | Buy |
+14
| New | – | ﹤0.01% | 964 |
|
|
2022
Q3 | – | Sell |
-1
| Closed | – | – | 559 |
|
|
2022
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 543 |
|