GoalVest Advisory’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.01M | Buy |
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|
2025
Q2 | $1.77M | Buy |
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|
2025
Q1 | $1.81M | Buy |
|
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|
2024
Q4 | $1.41M | Buy |
|
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|
2024
Q3 | $1.55M | Buy |
|
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|
2024
Q2 | $1.34M | Sell |
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|
2024
Q1 | $1.53M | Buy |
|
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|
2023
Q4 | $1.34M | Buy |
|
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|
2023
Q3 | $1.15M | Buy |
|
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|
2023
Q2 | $1.14M | Sell |
|
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|
2023
Q1 | $1.32M | Buy |
|
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|
2022
Q4 | $1.33M | Buy |
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|
2022
Q3 | $1.07M | Buy |
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|
2022
Q2 | $846K | Buy |
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|
2022
Q1 | $1K | Buy |
|