Centennial Wealth Advisory’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
Q3 | $478K | Buy |
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|
2025
Q2 | $412K | Buy |
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|
2025
Q1 | $379K | Buy |
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|
2024
Q4 | $304K | Buy |
|
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|
2024
Q3 | $296K | Buy |
|
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|
2024
Q2 | $253K | Sell |
|
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|
2024
Q1 | $351K | Sell |
|
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|
2023
Q4 | $354K | Sell |
|
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|
2023
Q3 | $342K | Buy |
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|
2023
Q2 | $349K | Sell |
|
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|
2023
Q1 | $345K | Buy |
|
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|
2022
Q4 | $342K | Buy |
|
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|
2022
Q3 | $276K | Sell |
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|
2022
Q2 | $395K | Buy |
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|
2022
Q1 | $314K | Buy |
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|
2021
Q4 | $265K | Buy |
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|
2021
Q3 | $223K | Buy |
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|
2021
Q2 | $208K | Buy |
|