Oak Thistle LLC’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
Q4
$1.46M Buy
2025
Q1
Sell
2024
Q4
$621K Buy
2024
Q3
Sell
2024
Q2
$454K Buy
2022
Q3
Sell
2022
Q2
$212K Buy