Lake Street Advisors Group’s Principal Financial Group PFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$281K Sell
3,625
-82
-2% -$6.35K 0.01% 472
2024
Q3
$318K Buy
3,707
+100
+3% +$8.59K 0.01% 430
2024
Q2
$283K Sell
3,607
-335
-8% -$26.3K 0.01% 457
2024
Q1
$340K Buy
3,942
+146
+4% +$12.6K 0.02% 429
2023
Q4
$299K Buy
+3,796
New +$299K 0.02% 439