Heritage Wealth Advisors’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 | $2.3K | Hold |
29
| – | – | ﹤0.01% | 509 |
|
|
2025
Q1 | $2.45K | Sell |
29
-43
| -60% | -$3.63K | ﹤0.01% | 498 |
|
|
2024
Q4 | $5.57K | Buy |
72
+13
| +22% | +$1.01K | ﹤0.01% | 481 |
|
|
2024
Q3 | $5.07K | Buy |
+59
| New | +$5.07K | ﹤0.01% | 477 |
|
|
2024
Q1 | – | Sell |
-150
| Closed | -$11.8K | – | 572 |
|
|
2023
Q4 | $11.8K | Buy |
+150
| New | +$11.8K | ﹤0.01% | 444 |
|
|
2020
Q1 | – | Sell |
-8,590
| Closed | -$472K | – | 547 |
|
|
2019
Q4 | $472K | Buy |
8,590
+2,737
| +47% | +$151K | 0.06% | 106 |
|
|
2019
Q3 | $334K | Buy |
+5,853
| New | +$334K | 0.05% | 124 |
|