Bay Harbor Wealth Management’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 | $953 | Buy |
12
+5
| +71% | +$397 | ﹤0.01% | 461 |
|
|
2025
Q1 | $590 | Buy |
+7
| New | +$590 | ﹤0.01% | 396 |
|
|
2020
Q2 | – | Sell |
-23
| Closed | -$1K | – | 401 |
|
|
2020
Q1 | $1K | Sell |
23
-10
| -30% | -$435 | ﹤0.01% | 313 |
|
|
2019
Q4 | $2K | Hold |
33
| – | – | ﹤0.01% | 293 |
|
|
2019
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 307 |
|
|
2019
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 306 |
|
|
2019
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 345 |
|
|
2018
Q4 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 362 |
|