Dakota Wealth Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Buy |
28,500
+72
| +0.3% | +$5.72K | 0.05% | 247 |
|
|
2025
Q1 | $2.4M | Sell |
28,428
-1,842
| -6% | -$155K | 0.06% | 238 |
|
|
2024
Q4 | $2.34M | Sell |
30,270
-1,281
| -4% | -$99.2K | 0.05% | 238 |
|
|
2024
Q3 | $2.71M | Sell |
31,551
-720
| -2% | -$61.8K | 0.06% | 231 |
|
|
2024
Q2 | $2.53M | Sell |
32,271
-5
| -0% | -$392 | 0.06% | 232 |
|
|
2024
Q1 | $2.79M | Buy |
32,276
+5
| +0% | +$432 | 0.07% | 225 |
|
|
2023
Q4 | $2.54M | Sell |
32,271
-263
| -0.8% | -$20.7K | 0.1% | 195 |
|
|
2023
Q3 | $2.34M | Sell |
32,534
-1,874
| -5% | -$135K | 0.1% | 181 |
|
|
2023
Q2 | $2.61M | Hold |
34,408
| – | – | 0.12% | 152 |
|
|
2023
Q1 | $2.56M | Hold |
34,408
| – | – | 0.17% | 135 |
|
|
2022
Q4 | $2.89M | Hold |
34,408
| – | – | 0.2% | 117 |
|
|
2022
Q3 | $2.48M | Sell |
34,408
-1,425
| -4% | -$103K | 0.2% | 121 |
|
|
2022
Q2 | $2.39M | Buy |
35,833
+713
| +2% | +$47.6K | 0.22% | 119 |
|
|
2022
Q1 | $2.58M | Buy |
+35,120
| New | +$2.58M | 0.21% | 126 |
|