FPAS
Focus Partners Advisor Solutions’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Sell |
4,319
-1,115
| -21% | -$88.5K | ﹤0.01% | 800 |
|
|
2025
Q1 | $459K | Buy |
5,434
+1,534
| +39% | +$129K | 0.01% | 613 |
|
|
2024
Q4 | $302K | Buy |
3,900
+44
| +1% | +$3.41K | 0.01% | 606 |
|
|
2024
Q3 | $331K | Sell |
3,856
-1,095
| -22% | -$94.1K | 0.01% | 540 |
|
|
2024
Q2 | $388K | Buy |
4,951
+297
| +6% | +$23.3K | 0.01% | 429 |
|
|
2024
Q1 | $402K | Buy |
+4,654
| New | +$402K | 0.01% | 402 |
|