Concord Wealth Partners’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
Q2 | $24.6K | Hold |
|
|||||
|
2025
Q1 | $26.2K | Hold |
|
|||||
|
2024
Q4 | $24K | Sell |
|
|||||
|
2024
Q3 | $267K | Buy |
|
|||||
|
2024
Q2 | $26.4K | Sell |
|
|||||
|
2024
Q1 | $271K | Buy |
|
|||||
|
2023
Q4 | $43.6K | Sell |
|
|||||
|
2023
Q3 | $242K | Hold |
|
|||||
|
2023
Q2 | $254K | Buy |
|
|||||
|
2023
Q1 | $239K | Sell |
|
|||||
|
2022
Q4 | $340K | Sell |
|
|||||
|
2022
Q3 | $335K | Sell |
|
|||||
|
2022
Q2 | $338K | Buy |
|
|||||
|
2022
Q1 | $349K | Buy |
|
|||||
|
2021
Q4 | $333K | Buy |
|
|||||
|
2021
Q3 | $215K | Sell |
|
|||||
|
2021
Q2 | $248K | Buy |
|
|||||
|
2021
Q1 | $184K | Buy |
|
|||||
|
2020
Q4 | $149K | Buy |
|