Orion Portfolio Solutions’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
Q1
$357K Buy
2024
Q4
$266K Buy
2024
Q3
$240K Buy
2023
Q2
Sell
2023
Q1
$235K Buy
2022
Q4
$241K Buy
2020
Q3
Sell
2020
Q2
$79K Buy
2020
Q1
$56K Sell
2019
Q4
$471K Buy