Lake Street Advisors Group’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
2024
Q4
$281K Sell
2024
Q3
$318K Buy
2024
Q2
$283K Sell
2024
Q1
$340K Buy
2023
Q4
$299K Buy