Olistico Wealth’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 | $90.3K | Buy |
1,137
+11
| +1% | +$874 | 0.05% | 131 |
|
|
2025
Q1 | $95K | Buy |
1,126
+9
| +0.8% | +$760 | 0.06% | 128 |
|
|
2024
Q4 | $86.4K | Buy |
1,117
+11
| +1% | +$851 | 0.05% | 132 |
|
|
2024
Q3 | $95K | Buy |
1,106
+9
| +0.8% | +$773 | 0.06% | 133 |
|
|
2024
Q2 | $86.1K | Buy |
+1,097
| New | +$86.1K | 0.05% | 136 |
|
|
2023
Q3 | – | Sell |
-3,830
| Closed | -$290K | – | 109 |
|
|
2023
Q2 | $290K | Buy |
3,830
+26
| +0.7% | +$1.97K | 0.25% | 92 |
|
|
2023
Q1 | $283K | Buy |
3,804
+26
| +0.7% | +$1.93K | 0.27% | 81 |
|
|
2022
Q4 | $317K | Buy |
+3,778
| New | +$317K | 0.34% | 76 |
|