Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $427K | Sell |
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|
2024
Q1 | $480K | Buy |
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|
2023
Q4 | $386K | Sell |
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|
2023
Q3 | $424K | Buy |
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|
2023
Q2 | $412K | Sell |
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|
2023
Q1 | $474K | Hold |
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|
2022
Q4 | $474K | Sell |
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|
2022
Q3 | $425K | Buy |
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|
2022
Q2 | $389K | Sell |
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|
2022
Q1 | $456K | Buy |
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|
2021
Q4 | $406K | Buy |
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|
2021
Q3 | $339K | Buy |
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|
2021
Q2 | $245K | Buy |
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