Lion Street 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
Q3 | $557K | Buy |
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|
2025
Q2 | $536K | Sell |
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|
2025
Q1 | $680K | Sell |
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|
2024
Q4 | $647K | Buy |
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|
2024
Q3 | $718K | Sell |
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|
2024
Q2 | $658K | Sell |
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|
2024
Q1 | $662K | Hold |
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|
2023
Q4 | $662K | Sell |
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|
2023
Q3 | $607K | Buy |
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|
2023
Q2 | $561K | Sell |
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|
2023
Q1 | $623K | Buy |
|