FAM
Flaharty Asset Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.4K | Hold |
609
| – | – | 0.01% | 163 |
|
|
2025
Q1 | $51.4K | Buy |
+609
| New | +$51.4K | 0.01% | 213 |
|
|
2024
Q4 | – | Sell |
-609
| Closed | -$52.3K | – | 339 |
|
|
2024
Q3 | $52.3K | Buy |
+609
| New | +$52.3K | 0.01% | 201 |
|
|
2023
Q4 | – | Sell |
-609
| Closed | -$43.9K | – | 353 |
|
|
2023
Q3 | $43.9K | Buy |
+609
| New | +$43.9K | 0.01% | 205 |
|