IHT 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 | $433K | Sell |
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|
2025
Q2 | $431K | Buy |
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|
2025
Q1 | $443K | Buy |
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|
2024
Q4 | $391K | Sell |
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|
2024
Q3 | $643K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $219K | Buy |
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|
2023
Q1 | $202K | Sell |
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|
2022
Q4 | $259K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $4K | Buy |
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|
2017
Q4 | $5K | Hold |
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|
2017
Q3 | $5K | Buy |
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|
2017
Q2 | $27 | Hold |
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|
2017
Q1 | $4K | Buy |
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|
2016
Q4 | $4K | Buy |
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