MorganRosel Wealth Management’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
$43.5K Hold
548
0.01% 188
2025
Q1
$46.2K Buy
+548
New +$46.2K 0.01% 171