KNFPWM
Keeler & Nadler Financial Planning & Wealth Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Hold |
3,332
| – | – | 0.11% | 64 |
|
|
2025
Q1 | $277K | Hold |
3,332
| – | – | 0.12% | 57 |
|
|
2024
Q4 | $258K | Hold |
3,332
| – | – | 0.12% | 58 |
|
|
2024
Q3 | $286K | Hold |
3,332
| – | – | 0.14% | 55 |
|
|
2024
Q2 | $261K | Hold |
3,332
| – | – | 0.14% | 54 |
|
|
2024
Q1 | $288K | Hold |
3,332
| – | – | 0.17% | 51 |
|
|
2023
Q4 | $262K | Buy |
+3,332
| New | +$262K | 0.19% | 47 |
|
|
2022
Q4 | $300K | Buy |
+3,575
| New | +$300K | 0.27% | 39 |
|
|
2021
Q4 | $328K | Buy |
+4,533
| New | +$328K | 0.3% | 37 |
|