Brown, Lisle/Cummings’s Principal Financial Group PFG Stock Holding History

Brown, Lisle/Cummings’s Portfolio PFG Stock Details PFG Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$35.1K	Hold
2025 Q2	$33.6K	Hold
2025 Q1	$35.7K	Buy
2024 Q4	$32.2K	Hold
2024 Q3	$35.7K	Hold
2024 Q2	$32.6K	Hold
2024 Q1	$35.9K	Hold
2023 Q4	$32.7K	Hold
2023 Q3	$30K	Hold
2023 Q2	$31.5K	Buy