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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$139K	Buy
2025 Q2	$103K	Buy
2025 Q1	$91.2K	Sell
2024 Q4	$88.5K	Buy