Bogart Wealth LLC’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 | $23.8K | Sell |
300
-6
| -2% | -$477 | ﹤0.01% | 586 |
|
|
2025
Q1 | $25.8K | Buy |
306
+6
| +2% | +$506 | ﹤0.01% | 526 |
|
|
2024
Q4 | $23.2K | Hold |
300
| – | – | ﹤0.01% | 550 |
|
|
2024
Q3 | $25.8K | Hold |
300
| – | – | ﹤0.01% | 515 |
|
|
2024
Q2 | $23.5K | Hold |
300
| – | – | ﹤0.01% | 510 |
|
|
2024
Q1 | $25.9K | Sell |
300
-8
| -3% | -$690 | ﹤0.01% | 471 |
|
|
2023
Q4 | $24.2K | Buy |
308
+8
| +3% | +$629 | ﹤0.01% | 475 |
|
|
2023
Q3 | $21.6K | Hold |
300
| – | – | ﹤0.01% | 468 |
|
|
2023
Q2 | $22.8K | Hold |
300
| – | – | ﹤0.01% | 443 |
|
|
2023
Q1 | $22.3K | Hold |
300
| – | – | ﹤0.01% | 439 |
|
|
2022
Q4 | $25.2K | Hold |
300
| – | – | ﹤0.01% | 393 |
|
|
2022
Q3 | $22K | Hold |
300
| – | – | ﹤0.01% | 416 |
|
|
2022
Q2 | $20K | Buy |
+300
| New | +$20K | ﹤0.01% | 419 |
|