Hazlett, Burt & Watson’s Principal Financial Group PFG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $46K | Hold |
583
| – | – | 0.02% | 392 |
|
2025
Q1 | $49K | Hold |
583
| – | – | 0.02% | 359 |
|
2024
Q4 | $45K | Hold |
583
| – | – | 0.02% | 371 |
|
2024
Q3 | $50K | Hold |
583
| – | – | 0.02% | 353 |
|
2024
Q2 | $46K | Hold |
583
| – | – | 0.02% | 347 |
|
2024
Q1 | $50K | Hold |
583
| – | – | 0.03% | 327 |
|
2023
Q4 | $46K | Hold |
583
| – | – | 0.03% | 320 |
|
2023
Q3 | $42K | Hold |
583
| – | – | 0.03% | 325 |
|
2023
Q2 | $44K | Hold |
583
| – | – | 0.03% | 318 |
|
2023
Q1 | $43K | Hold |
583
| – | – | 0.04% | 302 |
|
2022
Q4 | $49K | Hold |
583
| – | – | 0.04% | 272 |
|
2022
Q3 | $42K | Hold |
583
| – | – | 0.04% | 280 |
|
2022
Q2 | $39K | Hold |
583
| – | – | 0.04% | 304 |
|
2022
Q1 | $43K | Buy |
+583
| New | +$43K | 0.03% | 306 |
|