Bay Harbor Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $50.6K | Buy |
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|
2025
Q4 | $2.29K | Buy |
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|
2025
Q3 | $1.41K | Buy |
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|
2025
Q2 | $953 | Buy |
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|
2025
Q1 | $590 | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1K | Sell |
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|
2019
Q4 | $2K | Hold |
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|
2019
Q3 | $2K | Hold |
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|
2019
Q2 | $2K | Hold |
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|
2019
Q1 | $2K | Hold |
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|
2018
Q4 | $1K | Buy |
|