GPS Wealth Strategies Group’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 | $35.7K | Buy |
450
+6
| +1% | +$477 | ﹤0.01% | 715 |
|
|
2025
Q1 | $37.5K | Hold |
444
| – | – | 0.01% | 685 |
|
|
2024
Q4 | $34.4K | Hold |
444
| – | – | ﹤0.01% | 667 |
|
|
2024
Q3 | $38.1K | Hold |
444
| – | – | 0.01% | 646 |
|
|
2024
Q2 | $34.8K | Buy |
444
+40
| +10% | +$3.14K | 0.01% | 629 |
|
|
2024
Q1 | $34.9K | Hold |
404
| – | – | 0.01% | 597 |
|
|
2023
Q4 | $31.8K | Hold |
404
| – | – | 0.01% | 598 |
|
|
2023
Q3 | $29.1K | Hold |
404
| – | – | 0.01% | 613 |
|
|
2023
Q2 | $30.6K | Buy |
404
+22
| +6% | +$1.67K | 0.01% | 607 |
|
|
2023
Q1 | $28.4K | Buy |
+382
| New | +$28.4K | 0.01% | 616 |
|