HB Wealth 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 | $376K | Sell |
4,732
-367
| -7% | -$29.2K | ﹤0.01% | 837 |
|
|
2025
Q1 | $430K | Buy |
5,099
+919
| +22% | +$77.6K | ﹤0.01% | 801 |
|
|
2024
Q4 | $324K | Buy |
4,180
+353
| +9% | +$27.3K | ﹤0.01% | 770 |
|
|
2024
Q3 | $329K | Buy |
3,827
+783
| +26% | +$67.3K | ﹤0.01% | 718 |
|
|
2024
Q2 | $239K | Buy |
3,044
+251
| +9% | +$19.7K | ﹤0.01% | 778 |
|
|
2024
Q1 | $241K | Sell |
2,793
-222
| -7% | -$19.2K | ﹤0.01% | 729 |
|
|
2023
Q4 | $237K | Sell |
3,015
-1,846
| -38% | -$145K | ﹤0.01% | 688 |
|
|
2023
Q3 | $350K | Buy |
+4,861
| New | +$350K | 0.01% | 529 |
|
|
2023
Q2 | – | Sell |
-3,259
| Closed | -$242K | – | 752 |
|
|
2023
Q1 | $242K | Buy |
3,259
+112
| +4% | +$8.32K | ﹤0.01% | 604 |
|
|
2022
Q4 | $264K | Buy |
+3,147
| New | +$264K | ﹤0.01% | 552 |
|