Fortis Group Advisors’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 | $36.4K | Hold |
458
| – | – | 0.01% | 256 |
|
|
2025
Q1 | $38.6K | Hold |
458
| – | – | 0.01% | 225 |
|
|
2024
Q4 | $35.5K | Hold |
458
| – | – | 0.01% | 231 |
|
|
2024
Q3 | $39.3K | Hold |
458
| – | – | 0.01% | 216 |
|
|
2024
Q2 | $35.9K | Hold |
458
| – | – | 0.01% | 219 |
|
|
2024
Q1 | $39.5K | Sell |
458
-458
| -50% | -$39.5K | 0.01% | 232 |
|
|
2023
Q4 | $72.1K | Buy |
916
+458
| +100% | +$36K | 0.02% | 154 |
|
|
2023
Q3 | $33K | Buy |
+458
| New | +$33K | 0.01% | 152 |
|
|
2020
Q3 | $18K | Buy |
+458
| New | +$18K | ﹤0.01% | 253 |
|