Miller Wealth 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 | $31.5K | Hold |
396
| – | – | 0.01% | 37 |
|
|
2025
Q1 | $33.4K | Hold |
396
| – | – | 0.02% | 34 |
|
|
2024
Q4 | $30.7K | Hold |
396
| – | – | 0.02% | 35 |
|
|
2024
Q3 | $36.1K | Hold |
396
| – | – | 0.02% | 30 |
|
|
2024
Q2 | $31.1K | Hold |
396
| – | – | 0.02% | 36 |
|
|
2024
Q1 | $34.2K | Hold |
396
| – | – | 0.02% | 35 |
|
|
2023
Q4 | $31.2K | Hold |
396
| – | – | 0.02% | 35 |
|
|
2023
Q3 | $28.5K | Hold |
396
| – | – | 0.02% | 34 |
|
|
2023
Q2 | $30K | Sell |
396
-608
| -61% | -$46.1K | 0.02% | 33 |
|
|
2023
Q1 | $1K | Buy |
1,004
+608
| +154% | +$606 | ﹤0.01% | 59 |
|
|
2022
Q4 | $33K | Hold |
396
| – | – | 0.02% | 36 |
|
|
2022
Q3 | $26K | Hold |
396
| – | – | 0.02% | 51 |
|
|
2022
Q2 | $26K | Hold |
396
| – | – | 0.02% | 40 |
|
|
2022
Q1 | $29K | Hold |
396
| – | – | 0.02% | 40 |
|
|
2021
Q4 | $29K | Buy |
+396
| New | +$29K | 0.02% | 39 |
|