Lake Street Private Wealth’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
Q3 | $270K | Sell |
|
|||||
|
2025
Q2 | $270K | Hold |
|
|||||
|
2025
Q1 | $286K | Buy |
|
|||||
|
2024
Q4 | $262K | Sell |
|
|||||
|
2024
Q3 | $292K | Sell |
|
|||||
|
2024
Q2 | $285K | Sell |
|
|||||
|
2024
Q1 | $320K | Buy |
|
|||||
|
2023
Q4 | $234K | Sell |
|
|||||
|
2023
Q3 | $278K | Sell |
|
|||||
|
2023
Q2 | $319K | Sell |
|
|||||
|
2023
Q1 | $386K | Sell |
|
|||||
|
2022
Q4 | $464K | Sell |
|
|||||
|
2022
Q3 | $413K | Sell |
|
|||||
|
2022
Q2 | $407K | Buy |
|
|||||
|
2022
Q1 | $323K | Buy |
|
|||||
|
2021
Q4 | $214K | Buy |
|