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Curio Wealth’s Principal Financial Group PFG Stock Holding History

Curio Wealth’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$30.1K Buy
379
+378
+37,800% +$30K 0.01% 148
2025
Q1 		$29.3K Sell
1
-378
-100% -$11.1M 0.02% 155
2024
Q4 		$29.3K Buy
+379
New +$29.3K 0.02% 151