Lake Street Private Wealth’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 | $270K | Hold |
3,393
| – | – | 0.04% | 217 |
|
|
2025
Q1 | $286K | Buy |
3,393
+7
| +0.2% | +$591 | 0.05% | 202 |
|
|
2024
Q4 | $262K | Sell |
3,386
-15
| -0.4% | -$1.16K | 0.04% | 208 |
|
|
2024
Q3 | $292K | Sell |
3,401
-231
| -6% | -$19.8K | 0.05% | 210 |
|
|
2024
Q2 | $285K | Sell |
3,632
-81
| -2% | -$6.36K | 0.04% | 271 |
|
|
2024
Q1 | $320K | Buy |
3,713
+738
| +25% | +$63.7K | 0.04% | 258 |
|
|
2023
Q4 | $234K | Sell |
2,975
-845
| -22% | -$66.5K | 0.04% | 276 |
|
|
2023
Q3 | $278K | Sell |
3,820
-392
| -9% | -$28.5K | 0.05% | 233 |
|
|
2023
Q2 | $319K | Sell |
4,212
-985
| -19% | -$74.7K | 0.06% | 220 |
|
|
2023
Q1 | $386K | Sell |
5,197
-331
| -6% | -$24.6K | 0.07% | 203 |
|
|
2022
Q4 | $464K | Sell |
5,528
-194
| -3% | -$16.3K | 0.1% | 187 |
|
|
2022
Q3 | $413K | Sell |
5,722
-366
| -6% | -$26.4K | 0.09% | 181 |
|
|
2022
Q2 | $407K | Buy |
6,088
+1,692
| +38% | +$113K | 0.09% | 188 |
|
|
2022
Q1 | $323K | Buy |
4,396
+1,438
| +49% | +$106K | 0.06% | 239 |
|
|
2021
Q4 | $214K | Buy |
+2,958
| New | +$214K | 0.04% | 304 |
|