Iron Horse Wealth Management’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 | $285K | Buy |
3,589
+120
| +3% | +$9.53K | 0.08% | 42 |
|
|
2025
Q1 | $293K | Sell |
3,469
-45
| -1% | -$3.8K | 0.09% | 37 |
|
|
2024
Q4 | $272K | Sell |
3,514
-85
| -2% | -$6.58K | 0.09% | 38 |
|
|
2024
Q3 | $309K | Hold |
3,599
| – | – | 0.11% | 32 |
|
|
2024
Q2 | $282K | Hold |
3,599
| – | – | 0.11% | 33 |
|
|
2024
Q1 | $311K | Sell |
3,599
-30
| -0.8% | -$2.59K | 0.12% | 27 |
|
|
2023
Q4 | $285K | Hold |
3,629
| – | – | 0.12% | 31 |
|
|
2023
Q3 | $262K | Hold |
3,629
| – | – | 0.13% | 31 |
|
|
2023
Q2 | $275K | Sell |
3,629
-250
| -6% | -$19K | 0.14% | 30 |
|
|
2023
Q1 | $288K | Hold |
3,879
| – | – | 0.14% | 31 |
|
|
2022
Q4 | $326K | Buy |
3,879
+2,601
| +204% | +$219K | 0.18% | 26 |
|
|
2022
Q3 | $92K | Sell |
1,278
-2,676
| -68% | -$193K | 0.13% | 33 |
|
|
2022
Q2 | $264K | Buy |
3,954
+200
| +5% | +$13.4K | 0.15% | 29 |
|
|
2022
Q1 | $276K | Buy |
3,754
+100
| +3% | +$7.35K | 0.15% | 30 |
|
|
2021
Q4 | $264K | Hold |
3,654
| – | – | 0.15% | 28 |
|
|
2021
Q3 | $235K | Hold |
3,654
| – | – | 0.15% | 31 |
|
|
2021
Q2 | $231K | Buy |
3,654
+100
| +3% | +$6.32K | 0.15% | 31 |
|
|
2021
Q1 | $213K | Hold |
3,554
| – | – | 0.16% | 32 |
|
|
2020
Q4 | $176K | Buy |
+3,554
| New | +$176K | 0.14% | 37 |
|