Olistico Wealth’s Principal Financial Group PFG Stock Holding History

Olistico Wealth’s Portfolio PFG Stock Details PFG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$102K	Buy
2025 Q3	–	Sell
2025 Q2	$90.3K	Buy
2025 Q1	$95K	Buy
2024 Q4	$86.4K	Buy
2024 Q3	$95K	Buy
2024 Q2	$86.1K	Buy
2023 Q3	–	Sell
2023 Q2	$290K	Buy
2023 Q1	$283K	Buy
2022 Q4	$317K	Buy