EverSource Wealth Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $181K | Buy |
2,278
+1,117
| +96% | +$88.7K | 0.01% | 900 |
|
|
2025
Q1 | $98K | Buy |
1,161
+443
| +62% | +$37.4K | 0.01% | 922 |
|
|
2024
Q4 | $55.6K | Buy |
718
+29
| +4% | +$2.25K | ﹤0.01% | 1147 |
|
|
2024
Q3 | $59.2K | Sell |
689
-241
| -26% | -$20.7K | ﹤0.01% | 996 |
|
|
2024
Q2 | $75.8K | Buy |
930
+143
| +18% | +$11.7K | 0.01% | 910 |
|
|
2024
Q1 | $62.3K | Buy |
787
+85
| +12% | +$6.73K | ﹤0.01% | 885 |
|
|
2023
Q4 | $55.2K | Buy |
702
+49
| +8% | +$3.86K | 0.01% | 860 |
|
|
2023
Q3 | $47.1K | Buy |
653
+25
| +4% | +$1.8K | 0.01% | 836 |
|
|
2023
Q2 | $47.6K | Hold |
628
| – | – | 0.01% | 856 |
|
|
2023
Q1 | $46.7K | Buy |
628
+54
| +9% | +$4.01K | 0.01% | 813 |
|
|
2022
Q4 | $48.2K | Hold |
574
| – | – | 0.01% | 777 |
|
|
2022
Q3 | $42K | Buy |
574
+14
| +3% | +$1.02K | 0.01% | 678 |
|
|
2022
Q2 | $37K | Sell |
560
-34
| -6% | -$2.25K | 0.01% | 685 |
|
|
2022
Q1 | $44K | Buy |
594
+34
| +6% | +$2.52K | 0.01% | 491 |
|
|
2021
Q4 | $41K | Buy |
+560
| New | +$41K | 0.01% | 463 |
|