Concurrent Investment Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Buy |
3,340
+344
| +11% | +$27.3K | 0.01% | 1116 |
|
|
2025
Q1 | $253K | Buy |
2,996
+72
| +2% | +$6.08K | 0.01% | 1002 |
|
|
2024
Q4 | $226K | Buy |
2,924
+16
| +0.6% | +$1.24K | 0.01% | 929 |
|
|
2024
Q3 | $250K | Hold |
2,908
| – | – | 0.01% | 841 |
|
|
2024
Q2 | $228K | Buy |
+2,908
| New | +$228K | 0.01% | 819 |
|