Keeler & Nadler Financial Planning & Wealth Management’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
Q2
$265K Hold
2025
Q1
$277K Hold
2024
Q4
$258K Hold
2024
Q3
$286K Hold
2024
Q2
$261K Hold
2024
Q1
$288K Hold
2023
Q4
$262K Buy
2022
Q4
$300K Buy
2021
Q4
$328K Buy