Legacy Financial Group (Iowa)’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $851K | Buy |
10,713
+241
| +2% | +$19.1K | 0.12% | 58 |
|
|
2025
Q1 | $884K | Buy |
10,472
+507
| +5% | +$42.8K | 0.14% | 51 |
|
|
2024
Q4 | $771K | Buy |
+9,965
| New | +$771K | 0.12% | 58 |
|
|
2024
Q3 | – | Sell |
-8,741
| Closed | -$686K | – | 89 |
|
|
2024
Q2 | $686K | Buy |
8,741
+422
| +5% | +$33.1K | 0.13% | 61 |
|
|
2024
Q1 | $718K | Buy |
+8,319
| New | +$718K | 0.15% | 56 |
|
|
2023
Q4 | – | Sell |
-7,754
| Closed | -$559K | – | 378 |
|
|
2023
Q3 | $559K | Buy |
+7,754
| New | +$559K | 0.13% | 59 |
|
|
2021
Q2 | – | Sell |
-14,391
| Closed | -$863K | – | 66 |
|
|
2021
Q1 | $863K | Sell |
14,391
-2,463
| -15% | -$148K | 0.3% | 38 |
|
|
2020
Q4 | $836K | Buy |
+16,854
| New | +$836K | 0.32% | 38 |
|