Beacon Pointe Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $211K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $307K | Sell |
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|
2024
Q2 | $346K | Sell |
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|
2024
Q1 | $386K | Sell |
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|
2023
Q4 | $358K | Sell |
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|
2023
Q3 | $355K | Sell |
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|
2023
Q2 | $424K | Sell |
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|
2023
Q1 | $417K | Sell |
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|
2022
Q4 | $515K | Buy |
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|
2022
Q3 | $435K | Buy |
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|
2022
Q2 | $387K | Sell |
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|
2022
Q1 | $475K | Buy |
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|
2021
Q4 | $270K | Sell |
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|
2021
Q3 | $293K | Buy |
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|
2021
Q2 | $249K | Buy |
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