KWM
Kingsview 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 | $2.91M | Buy |
36,643
+32,987
| +902% | +$2.62M | 0.05% | 361 |
|
|
2025
Q1 | $308K | Sell |
3,656
-148
| -4% | -$12.5K | 0.01% | 880 |
|
|
2024
Q4 | $294K | Buy |
3,804
+314
| +9% | +$24.3K | 0.01% | 906 |
|
|
2024
Q3 | $300K | Sell |
3,490
-21,649
| -86% | -$1.86M | 0.01% | 885 |
|
|
2024
Q2 | $1.97M | Buy |
+25,139
| New | +$1.97M | 0.05% | 350 |
|
|
2024
Q1 | – | Sell |
-4,487
| Closed | -$353K | – | 1051 |
|
|
2023
Q4 | $353K | Sell |
4,487
-279
| -6% | -$21.9K | 0.01% | 721 |
|
|
2023
Q3 | $343K | Sell |
4,766
-25
| -0.5% | -$1.8K | 0.01% | 715 |
|
|
2023
Q2 | $363K | Buy |
4,791
+398
| +9% | +$30.2K | 0.01% | 685 |
|
|
2023
Q1 | $326K | Sell |
4,393
-14,679
| -77% | -$1.09M | 0.01% | 686 |
|
|
2022
Q4 | $1.6M | Sell |
19,072
-25,907
| -58% | -$2.17M | 0.07% | 263 |
|
|
2022
Q3 | $3.25M | Buy |
44,979
+4,317
| +11% | +$311K | 0.15% | 150 |
|
|
2022
Q2 | $2.72M | Sell |
40,662
-20,490
| -34% | -$1.37M | 0.13% | 176 |
|
|
2022
Q1 | $4.49M | Buy |
61,152
+27,506
| +82% | +$2.02M | 0.2% | 120 |
|
|
2021
Q4 | $2.43M | Buy |
33,646
+2,106
| +7% | +$152K | 0.1% | 205 |
|
|
2021
Q3 | $2.03M | Sell |
31,540
-200
| -0.6% | -$12.9K | 0.1% | 219 |
|
|
2021
Q2 | $2.02M | Buy |
31,740
+5,071
| +19% | +$322K | 0.1% | 221 |
|
|
2021
Q1 | $1.62M | Buy |
26,669
+5,562
| +26% | +$338K | 0.09% | 230 |
|
|
2020
Q4 | $1.05M | Sell |
21,107
-3,542
| -14% | -$176K | 0.08% | 265 |
|
|
2020
Q3 | $993K | Buy |
24,649
+13,660
| +124% | +$550K | 0.09% | 224 |
|
|
2020
Q2 | $456K | Buy |
10,989
+1,740
| +19% | +$72.2K | 0.05% | 347 |
|
|
2020
Q1 | $290K | Buy |
+9,249
| New | +$290K | 0.04% | 370 |
|