GeoWealth Management’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 | $44K | Buy |
554
+86
| +18% | +$6.83K | ﹤0.01% | 965 |
|
|
2025
Q1 | $39.5K | Sell |
468
-401
| -46% | -$33.8K | ﹤0.01% | 917 |
|
|
2024
Q4 | $67.3K | Sell |
869
-60
| -6% | -$4.65K | ﹤0.01% | 1066 |
|
|
2024
Q3 | $79.8K | Sell |
929
-796
| -46% | -$68.4K | ﹤0.01% | 948 |
|
|
2024
Q2 | $135K | Sell |
1,725
-656
| -28% | -$51.5K | 0.01% | 750 |
|
|
2024
Q1 | $206K | Buy |
2,381
+1,033
| +77% | +$89.2K | 0.01% | 682 |
|
|
2023
Q4 | $106K | Buy |
+1,348
| New | +$106K | 0.01% | 583 |
|