Cherry Tree Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $721 | Hold |
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|
2025
Q4 | $706 | Hold |
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|
2025
Q3 | $664 | Hold |
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|
2025
Q2 | $636 | Hold |
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|
2025
Q1 | $675 | Hold |
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|
2024
Q4 | $620 | Hold |
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|
2024
Q3 | $688 | Hold |
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|
2024
Q2 | $628 | Hold |
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|
2024
Q1 | $691 | Hold |
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|
2023
Q4 | $630 | Hold |
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|
2023
Q3 | $577 | Hold |
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|
2023
Q2 | $607 | Buy |
|