Lloyd Advisory Services’s Principal Financial Group PFG Stock Holding History

Lloyd Advisory Services’s Portfolio PFG Stock Details PFG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$589	Buy
2024 Q2	–	Sell
2024 Q1	$955K	Buy
2022 Q2	–	Sell
2022 Q1	$41K	Buy
2021 Q4	$39K	Buy
2021 Q3	$32K	Buy
2021 Q2	$15K	Buy
2021 Q1	$8K	Hold
2020 Q4	$7K	Hold
2020 Q3	$5K	Buy