EverSource Wealth 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 | $201K | Buy |
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|
2025
Q2 | $181K | Buy |
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|
2025
Q1 | $98K | Buy |
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|
2024
Q4 | $55.6K | Buy |
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|
2024
Q3 | $59.2K | Sell |
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|
2024
Q2 | $75.8K | Buy |
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|
2024
Q1 | $62.3K | Buy |
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|
2023
Q4 | $55.2K | Buy |
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|
2023
Q3 | $47.1K | Buy |
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|
2023
Q2 | $47.6K | Hold |
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|
2023
Q1 | $46.7K | Buy |
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|
2022
Q4 | $48.2K | Hold |
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|
2022
Q3 | $42K | Buy |
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|
2022
Q2 | $37K | Sell |
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|
2022
Q1 | $44K | Buy |
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|
2021
Q4 | $41K | Buy |
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