My Legacy 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
Q2 | – | Sell |
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|
2025
Q1 | $378K | Sell |
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|
2024
Q4 | $364K | Buy |
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|
2024
Q3 | $390K | Sell |
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|
2024
Q2 | $427K | Buy |
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|
2024
Q1 | $448K | Sell |
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|
2023
Q4 | $410K | Buy |
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|
2023
Q3 | $324K | Sell |
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|
2023
Q2 | $679K | Sell |
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|
2023
Q1 | $756K | Buy |
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|
2022
Q4 | $834K | Buy |
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|
2022
Q3 | $529K | Buy |
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|
2022
Q2 | $338K | Buy |
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