LFA
Legacy Financial Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,936
| Closed | -$416K | – | 394 |
|
|
2025
Q1 | $416K | Sell |
4,936
-163
| -3% | -$13.8K | 0.07% | 225 |
|
|
2024
Q4 | $395K | Sell |
5,099
-385
| -7% | -$29.8K | 0.07% | 232 |
|
|
2024
Q3 | $471K | Sell |
5,484
-91
| -2% | -$7.82K | 0.08% | 207 |
|
|
2024
Q2 | $437K | Buy |
5,575
+145
| +3% | +$11.4K | 0.08% | 193 |
|
|
2024
Q1 | $469K | Buy |
5,430
+276
| +5% | +$23.8K | 0.08% | 183 |
|
|
2023
Q4 | $405K | Buy |
5,154
+188
| +4% | +$14.8K | 0.08% | 187 |
|
|
2023
Q3 | $358K | Sell |
4,966
-104
| -2% | -$7.5K | 0.07% | 182 |
|
|
2023
Q2 | $384K | Buy |
5,070
+322
| +7% | +$24.4K | 0.07% | 168 |
|
|
2023
Q1 | $353K | Buy |
4,748
+141
| +3% | +$10.5K | 0.07% | 167 |
|
|
2022
Q4 | $387K | Sell |
4,607
-247
| -5% | -$20.7K | 0.08% | 142 |
|
|
2022
Q3 | $350K | Buy |
4,854
+289
| +6% | +$20.8K | 0.08% | 138 |
|
|
2022
Q2 | $305K | Buy |
4,565
+299
| +7% | +$20K | 0.08% | 150 |
|
|
2022
Q1 | $313K | Sell |
4,266
-275
| -6% | -$20.2K | 0.07% | 160 |
|
|
2021
Q4 | $328K | Buy |
4,541
+236
| +5% | +$17K | 0.08% | 133 |
|
|
2021
Q3 | $277K | Buy |
4,305
+83
| +2% | +$5.34K | 0.07% | 139 |
|
|
2021
Q2 | $267K | Buy |
4,222
+602
| +17% | +$38.1K | 0.07% | 139 |
|
|
2021
Q1 | $217K | Buy |
+3,620
| New | +$217K | 0.06% | 145 |
|