Clearstead Trust’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
$15.7K Sell
198
-28
-12% -$2.22K ﹤0.01% 490
2025
Q1
$19.1K Buy
+226
New +$19.1K ﹤0.01% 360