J.W. Cole Advisors’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
Q3 | $574K | Buy |
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|
2025
Q2 | $527K | Buy |
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|
2025
Q1 | $518K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $270K | Buy |
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|
2023
Q4 | $238K | Buy |
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|
2023
Q3 | $212K | Buy |
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|
2023
Q2 | $212K | Buy |
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|
2023
Q1 | $207K | Buy |
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|
2022
Q4 | $233K | Buy |
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|
2022
Q3 | $200K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $206K | Buy |
|