Kestra Private Wealth Services’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 | $1.09M | Buy |
13,663
+663
| +5% | +$52.7K | 0.02% | 710 |
|
|
2025
Q1 | $1.1M | Sell |
13,000
-1,371
| -10% | -$116K | 0.02% | 647 |
|
|
2024
Q4 | $1.11M | Sell |
14,371
-4,429
| -24% | -$343K | 0.02% | 608 |
|
|
2024
Q3 | $1.61M | Sell |
18,800
-1,128
| -6% | -$96.9K | 0.03% | 475 |
|
|
2024
Q2 | $1.56M | Buy |
19,928
+3,516
| +21% | +$276K | 0.03% | 453 |
|
|
2024
Q1 | $1.42M | Buy |
16,412
+2,385
| +17% | +$206K | 0.03% | 465 |
|
|
2023
Q4 | $1.1M | Sell |
14,027
-203
| -1% | -$16K | 0.03% | 500 |
|
|
2023
Q3 | $1.03M | Buy |
14,230
+602
| +4% | +$43.4K | 0.03% | 457 |
|
|
2023
Q2 | $1.03M | Sell |
13,628
-4,160
| -23% | -$315K | 0.04% | 423 |
|
|
2023
Q1 | $1.32M | Buy |
+17,788
| New | +$1.32M | 0.05% | 352 |
|