MLA
My Legacy Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,480
| Closed | -$378K | – | 221 |
|
|
2025
Q1 | $378K | Sell |
4,480
-66
| -1% | -$5.57K | 0.15% | 155 |
|
|
2024
Q4 | $364K | Buy |
4,546
+5
| +0.1% | +$400 | 0.14% | 155 |
|
|
2024
Q3 | $390K | Sell |
4,541
-899
| -17% | -$77.2K | 0.15% | 153 |
|
|
2024
Q2 | $427K | Buy |
5,440
+255
| +5% | +$20K | 0.14% | 165 |
|
|
2024
Q1 | $448K | Sell |
5,185
-8
| -0.2% | -$690 | 0.15% | 162 |
|
|
2023
Q4 | $410K | Buy |
5,193
+530
| +11% | +$41.9K | 0.15% | 162 |
|
|
2023
Q3 | $324K | Sell |
4,663
-3,830
| -45% | -$266K | 0.13% | 167 |
|
|
2023
Q2 | $679K | Sell |
8,493
-1,690
| -17% | -$135K | 0.27% | 125 |
|
|
2023
Q1 | $756K | Buy |
10,183
+1,151
| +13% | +$85.5K | 0.32% | 107 |
|
|
2022
Q4 | $834K | Buy |
9,032
+2,130
| +31% | +$197K | 0.36% | 97 |
|
|
2022
Q3 | $529K | Buy |
6,902
+1,800
| +35% | +$138K | 0.27% | 138 |
|
|
2022
Q2 | $338K | Buy |
+5,102
| New | +$338K | 0.17% | 170 |
|