Legacy Financial Advisors’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 | – | Sell |
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|
2025
Q1 | $416K | Sell |
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|
2024
Q4 | $395K | Sell |
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|
2024
Q3 | $471K | Sell |
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|
2024
Q2 | $437K | Buy |
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|
2024
Q1 | $469K | Buy |
|
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|
2023
Q4 | $405K | Buy |
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|
2023
Q3 | $358K | Sell |
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|
2023
Q2 | $384K | Buy |
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|
2023
Q1 | $353K | Buy |
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|
2022
Q4 | $387K | Sell |
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|
2022
Q3 | $350K | Buy |
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|
2022
Q2 | $305K | Buy |
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|
2022
Q1 | $313K | Sell |
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|
2021
Q4 | $328K | Buy |
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|
2021
Q3 | $277K | Buy |
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|
2021
Q2 | $267K | Buy |
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|
2021
Q1 | $217K | Buy |
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