Kingsview 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 | $2.91M | Buy |
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|
2025
Q1 | $308K | Sell |
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|
2024
Q4 | $294K | Buy |
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|
2024
Q3 | $300K | Sell |
|
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|
2024
Q2 | $1.97M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $353K | Sell |
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|
2023
Q3 | $343K | Sell |
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|
2023
Q2 | $363K | Buy |
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|
2023
Q1 | $326K | Sell |
|
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|
2022
Q4 | $1.6M | Sell |
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|
2022
Q3 | $3.25M | Buy |
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|
2022
Q2 | $2.72M | Sell |
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|
2022
Q1 | $4.49M | Buy |
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|
2021
Q4 | $2.43M | Buy |
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|
2021
Q3 | $2.03M | Sell |
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|
2021
Q2 | $2.02M | Buy |
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|
2021
Q1 | $1.62M | Buy |
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|
2020
Q4 | $1.05M | Sell |
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|
2020
Q3 | $993K | Buy |
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|
2020
Q2 | $456K | Buy |
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|
2020
Q1 | $290K | Buy |
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