International Private Wealth Advisors’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 | $254K | Buy |
3,198
+56
| +2% | +$4.45K | 0.22% | 136 |
|
|
2025
Q1 | $265K | Buy |
3,142
+272
| +9% | +$22.9K | 0.25% | 118 |
|
|
2024
Q4 | $222K | Buy |
2,870
+58
| +2% | +$4.49K | 0.22% | 138 |
|
|
2024
Q3 | $242K | Sell |
2,812
-123
| -4% | -$10.6K | 0.35% | 107 |
|
|
2024
Q2 | $230K | Sell |
2,935
-970
| -25% | -$76.1K | 0.39% | 104 |
|
|
2024
Q1 | $337K | Buy |
+3,905
| New | +$337K | 0.65% | 53 |
|