Fortitude Family Office’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 | $32.2K | Sell |
406
-20
| -5% | -$1.59K | 0.01% | 301 |
|
|
2025
Q1 | $35.9K | Buy |
426
+122
| +40% | +$10.3K | 0.01% | 279 |
|
|
2024
Q4 | $23.5K | Hold |
304
| – | – | 0.01% | 419 |
|
|
2024
Q3 | $26.1K | Hold |
304
| – | – | 0.01% | 364 |
|
|
2024
Q2 | $23.8K | Hold |
304
| – | – | 0.01% | 274 |
|
|
2024
Q1 | $26.2K | Hold |
304
| – | – | 0.02% | 236 |
|
|
2023
Q4 | $23.9K | Buy |
+304
| New | +$23.9K | 0.02% | 268 |
|