HHM Wealth Advisors’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
Q2 | $13.4K | Hold |
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|
2025
Q1 | $14.3K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $27K | Hold |
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|
2022
Q1 | $29K | Hold |
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|
2021
Q4 | $29K | Hold |
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|
2021
Q3 | $26K | Hold |
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|
2021
Q2 | $25K | Hold |
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|
2021
Q1 | $24K | Hold |
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|
2020
Q4 | $20K | Hold |
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|
2020
Q3 | $16K | Hold |
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|
2020
Q2 | $17K | Hold |
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|
2020
Q1 | $13K | Buy |
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