Frazier Financial 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 | $16.5K | Buy |
208
+142
| +215% | +$11.3K | 0.01% | 286 |
|
|
2025
Q1 | $5.57K | Hold |
66
| – | – | ﹤0.01% | 422 |
|
|
2024
Q4 | $5.1K | Hold |
66
| – | – | ﹤0.01% | 440 |
|
|
2024
Q3 | $5.68K | Hold |
66
| – | – | ﹤0.01% | 505 |
|
|
2024
Q2 | $5.18K | Hold |
66
| – | – | ﹤0.01% | 609 |
|
|
2024
Q1 | $5.7K | Hold |
66
| – | – | ﹤0.01% | 569 |
|
|
2023
Q4 | $5.2K | Buy |
+66
| New | +$5.2K | ﹤0.01% | 485 |
|