Gentry Private Wealth’s Principal Financial Group PFG Stock Holding History

Gentry Private Wealth’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$616K	Buy
2025 Q2	$564K	Buy
2025 Q1	$586K	Buy
2024 Q4	–	Sell
2024 Q3	$493K	Sell
2024 Q2	$456K	Buy