Impact Partnership Wealth’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 | $402K | Buy |
+5,064
| New | +$402K | 0.07% | 172 |
|
|
2025
Q1 | – | Sell |
-7,784
| Closed | -$603K | – | 321 |
|
|
2024
Q4 | $603K | Buy |
7,784
+64
| +0.8% | +$4.95K | 0.12% | 101 |
|
|
2024
Q3 | $663K | Buy |
7,720
+1,576
| +26% | +$135K | 0.15% | 84 |
|
|
2024
Q2 | $482K | Buy |
+6,144
| New | +$482K | 0.13% | 108 |
|
|
2024
Q1 | – | Sell |
-6,570
| Closed | -$517K | – | 827 |
|
|
2023
Q4 | $517K | Buy |
+6,570
| New | +$517K | 0.19% | 77 |
|
|
2023
Q3 | – | Sell |
-25
| Closed | -$1.9K | – | 1152 |
|
|
2023
Q2 | $1.9K | Buy |
+25
| New | +$1.9K | ﹤0.01% | 690 |
|