CoreCap Advisors’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
Q3 | $90.5K | Sell |
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|
2025
Q2 | $87.5K | Sell |
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|
2025
Q1 | $93.2K | Buy |
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|
2024
Q4 | $85.3K | Sell |
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|
2024
Q3 | $100K | Buy |
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|
2024
Q2 | $86.5K | Hold |
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|
2024
Q1 | $95.1K | Buy |
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|
2022
Q4 | $1.71M | Buy |
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|
2022
Q3 | $1.25M | Buy |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $892K | Buy |
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|
2021
Q4 | $43K | Buy |
|