Integrated Wealth Concepts’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
Q4 | $357K | Buy |
|
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|
2025
Q2 | – | Sell |
|
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|
2025
Q1 | $244K | Buy |
|
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|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $212K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $209K | Buy |
|
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|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $341K | Sell |
|
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|
2023
Q2 | $421K | Sell |
|
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|
2023
Q1 | $596K | Buy |
|
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|
2022
Q4 | $579K | Buy |
|