FAS Wealth Partners’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 | $2.61M | Buy |
32,875
+2,843
| +9% | +$226K | 0.19% | 102 |
|
|
2025
Q1 | $2.53M | Buy |
30,032
+1,134
| +4% | +$95.7K | 0.21% | 102 |
|
|
2024
Q4 | $2.24M | Buy |
28,898
+850
| +3% | +$65.8K | 0.19% | 108 |
|
|
2024
Q3 | $2.41M | Buy |
28,048
+1,201
| +4% | +$103K | 0.19% | 107 |
|
|
2024
Q2 | $2.11M | Buy |
26,847
+496
| +2% | +$38.9K | 0.18% | 108 |
|
|
2024
Q1 | $2.27M | Buy |
26,351
+1,076
| +4% | +$92.9K | 0.2% | 106 |
|
|
2023
Q4 | $1.99M | Buy |
25,275
+3,351
| +15% | +$264K | 0.19% | 111 |
|
|
2023
Q3 | $1.58M | Buy |
21,924
+1,164
| +6% | +$83.9K | 0.17% | 111 |
|
|
2023
Q2 | $1.57M | Buy |
20,760
+2,733
| +15% | +$207K | 0.2% | 99 |
|
|
2023
Q1 | $1.34M | Buy |
18,027
+893
| +5% | +$66.4K | 0.15% | 125 |
|
|
2022
Q4 | $1.44M | Buy |
17,134
+2,343
| +16% | +$197K | 0.16% | 117 |
|
|
2022
Q3 | $1.07M | Buy |
14,791
+2,961
| +25% | +$214K | 0.12% | 121 |
|
|
2022
Q2 | $790K | Sell |
11,830
-325
| -3% | -$21.7K | 0.08% | 154 |
|
|
2022
Q1 | $892K | Buy |
12,155
+3,606
| +42% | +$265K | 0.08% | 146 |
|
|
2021
Q4 | $618K | Buy |
8,549
+4,260
| +99% | +$308K | 0.06% | 175 |
|
|
2021
Q3 | $276K | Buy |
+4,289
| New | +$276K | 0.03% | 248 |
|