HB Wealth Management’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 | $449K | Buy |
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|
2025
Q2 | $376K | Sell |
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|
2025
Q1 | $430K | Buy |
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|
2024
Q4 | $324K | Buy |
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|
2024
Q3 | $329K | Buy |
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|
2024
Q2 | $239K | Buy |
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|
2024
Q1 | $241K | Sell |
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|
2023
Q4 | $237K | Sell |
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|
2023
Q3 | $350K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $242K | Buy |
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|
2022
Q4 | $264K | Buy |
|