Obermeyer Wealth Partners’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 | $504K | Sell |
6,343
-183
| -3% | -$14.5K | 0.03% | 161 |
|
|
2025
Q1 | $551K | Sell |
6,526
-2,985
| -31% | -$252K | 0.03% | 141 |
|
|
2024
Q4 | $736K | Hold |
9,511
| – | – | 0.04% | 117 |
|
|
2024
Q3 | $817K | Hold |
9,511
| – | – | 0.04% | 115 |
|
|
2024
Q2 | $746K | Hold |
9,511
| – | – | 0.04% | 117 |
|
|
2024
Q1 | $821K | Hold |
9,511
| – | – | 0.05% | 104 |
|
|
2023
Q4 | $748K | Hold |
9,511
| – | – | 0.05% | 87 |
|
|
2023
Q3 | $685K | Hold |
9,511
| – | – | 0.05% | 88 |
|
|
2023
Q2 | $721K | Hold |
9,511
| – | – | 0.05% | 91 |
|
|
2023
Q1 | $707K | Hold |
9,511
| – | – | 0.05% | 91 |
|
|
2022
Q4 | $798K | Buy |
9,511
+343
| +4% | +$28.8K | 0.06% | 80 |
|
|
2022
Q3 | $661K | Hold |
9,168
| – | – | 0.05% | 86 |
|
|
2022
Q2 | $612K | Buy |
9,168
+122
| +1% | +$8.14K | 0.04% | 96 |
|
|
2022
Q1 | $664K | Hold |
9,046
| – | – | 0.04% | 108 |
|
|
2021
Q4 | $654K | Hold |
9,046
| – | – | 0.04% | 105 |
|
|
2021
Q3 | $583K | Hold |
9,046
| – | – | 0.03% | 110 |
|
|
2021
Q2 | $572K | Sell |
9,046
-852
| -9% | -$53.9K | 0.03% | 114 |
|
|
2021
Q1 | $593K | Buy |
+9,898
| New | +$593K | 0.04% | 109 |
|