Focus Partners Wealth’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 | $6.05M | Buy |
76,162
+2,860
| +4% | +$227K | 0.01% | 619 |
|
|
2025
Q1 | $6.18M | Buy |
73,302
+1,207
| +2% | +$102K | 0.02% | 570 |
|
|
2024
Q4 | $5.58M | Buy |
72,095
+2,259
| +3% | +$175K | 0.01% | 584 |
|
|
2024
Q3 | $6M | Buy |
69,836
+65,621
| +1,557% | +$5.64M | 0.02% | 512 |
|
|
2024
Q2 | $331K | Buy |
4,215
+1,166
| +38% | +$91.6K | ﹤0.01% | 1044 |
|
|
2024
Q1 | $263K | Sell |
3,049
-99
| -3% | -$8.54K | ﹤0.01% | 873 |
|
|
2023
Q4 | $248K | Buy |
+3,148
| New | +$248K | ﹤0.01% | 709 |
|