Continuum Advisory’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 | – | Sell |
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|
2025
Q1 | $154K | Sell |
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|
2024
Q4 | $155K | Buy |
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|
2024
Q3 | $173K | Sell |
|
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|
2024
Q2 | $166K | Sell |
|
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|
2024
Q1 | $191K | Sell |
|
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|
2023
Q4 | $293K | Sell |
|
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|
2023
Q3 | $450K | Sell |
|
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|
2023
Q2 | $475K | Sell |
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|
2023
Q1 | $470K | Buy |
|
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|
2022
Q4 | $362K | Buy |
|
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|
2022
Q3 | $304K | Sell |
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|
2022
Q2 | $306K | Sell |
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|
2022
Q1 | $342K | Buy |
|