Lido Advisors’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 | $419K | Buy |
5,277
+478
| +10% | +$38K | ﹤0.01% | 1056 |
|
|
2025
Q1 | $405K | Sell |
4,799
-366
| -7% | -$30.9K | ﹤0.01% | 1009 |
|
|
2024
Q4 | $400K | Sell |
5,165
-433
| -8% | -$33.5K | ﹤0.01% | 989 |
|
|
2024
Q3 | $481K | Buy |
5,598
+55
| +1% | +$4.73K | ﹤0.01% | 878 |
|
|
2024
Q2 | $435K | Buy |
5,543
+830
| +18% | +$65.1K | ﹤0.01% | 879 |
|
|
2024
Q1 | $407K | Buy |
+4,713
| New | +$407K | ﹤0.01% | 877 |
|