Cornerstone Planning Group’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
$876 Sell
2025
Q2
$9.82K Buy
2025
Q1
$9.18K Buy
2024
Q4
$9.34K Hold
2024
Q3
$9.51K Buy
2024
Q2
$7.66K Sell
2024
Q1
$9.83K Buy
2023
Q4
$7.87K Hold
2023
Q3
$7.21K Hold
2023
Q2
$7.58K Buy
2022
Q4
$8.69K Buy