Concurrent Investment Advisors’s Principal Financial Group PFG Stock Holding History

Concurrent Investment Advisors’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	$284K	Buy
2025 Q2	$265K	Buy
2025 Q1	$253K	Buy
2024 Q4	$226K	Buy
2024 Q3	$250K	Hold
2024 Q2	$228K	Buy