Integrated Wealth Concepts’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 | – | Sell |
-2,896
| Closed | -$244K | – | 1980 |
|
|
2025
Q1 | $244K | Buy |
+2,896
| New | +$244K | ﹤0.01% | 1519 |
|
|
2024
Q4 | – | Sell |
-2,465
| Closed | -$212K | – | 1766 |
|
|
2024
Q3 | $212K | Buy |
+2,465
| New | +$212K | ﹤0.01% | 1532 |
|
|
2024
Q2 | – | Sell |
-2,424
| Closed | -$209K | – | 1701 |
|
|
2024
Q1 | $209K | Buy |
+2,424
| New | +$209K | ﹤0.01% | 1504 |
|
|
2023
Q4 | – | Sell |
-4,733
| Closed | -$341K | – | 1650 |
|
|
2023
Q3 | $341K | Sell |
4,733
-821
| -15% | -$59.2K | 0.01% | 1161 |
|
|
2023
Q2 | $421K | Sell |
5,554
-2,468
| -31% | -$187K | 0.01% | 1065 |
|
|
2023
Q1 | $596K | Buy |
8,022
+1,123
| +16% | +$83.4K | 0.01% | 798 |
|
|
2022
Q4 | $579K | Buy |
+6,899
| New | +$579K | 0.02% | 615 |
|