Farther Finance Advisors’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 | $918K | Buy |
11,556
+783
| +7% | +$62.2K | 0.02% | 623 |
|
|
2025
Q1 | $917K | Buy |
10,773
+3,557
| +49% | +$303K | 0.02% | 540 |
|
|
2024
Q4 | $559K | Buy |
7,216
+632
| +10% | +$48.9K | 0.02% | 548 |
|
|
2024
Q3 | $566K | Buy |
6,584
+259
| +4% | +$22.3K | 0.02% | 541 |
|
|
2024
Q2 | $493K | Buy |
6,325
+135
| +2% | +$10.5K | 0.02% | 487 |
|
|
2024
Q1 | $532K | Buy |
6,190
+628
| +11% | +$54K | 0.03% | 381 |
|
|
2023
Q4 | $438K | Buy |
5,562
+5,366
| +2,738% | +$422K | 0.03% | 377 |
|
|
2023
Q3 | $14.1K | Buy |
196
+83
| +73% | +$5.97K | ﹤0.01% | 1189 |
|
|
2023
Q2 | $8.57K | Sell |
113
-23
| -17% | -$1.74K | ﹤0.01% | 1248 |
|
|
2023
Q1 | $10.1K | Buy |
136
+34
| +33% | +$2.53K | ﹤0.01% | 1108 |
|
|
2022
Q4 | $8.56K | Buy |
+102
| New | +$8.56K | ﹤0.01% | 992 |
|