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Compass Financial Services’s Principal Financial Group PFG Stock Holding History

Compass Financial Services’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$103K Buy
1,294
+213
+20% +$16.9K 0.05% 65
2025
Q1 		$91.2K Sell
1,081
-62
-5% -$5.23K 0.05% 58
2024
Q4 		$88.5K Buy
+1,143
New +$88.5K 0.05% 52