Fortis Group Advisors’s Principal Financial Group PFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$36.4K Hold
2025
Q1
$38.6K Hold
2024
Q4
$35.5K Hold
2024
Q3
$39.3K Hold
2024
Q2
$35.9K Hold
2024
Q1
$39.5K Sell
2023
Q4
$72.1K Buy
2023
Q3
$33K Buy
2020
Q3
$18K Buy