Orion Portfolio Solutions’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $357K | Buy |
4,236
+798
| +23% | +$67.3K | ﹤0.01% | 1552 |
|
|
2024
Q4 | $266K | Buy |
3,438
+644
| +23% | +$49.8K | ﹤0.01% | 1610 |
|
|
2024
Q3 | $240K | Buy |
+2,794
| New | +$240K | ﹤0.01% | 1629 |
|
|
2023
Q2 | – | Sell |
-3,162
| Closed | -$235K | – | 1668 |
|
|
2023
Q1 | $235K | Buy |
3,162
+286
| +10% | +$21.3K | ﹤0.01% | 1443 |
|
|
2022
Q4 | $241K | Buy |
+2,876
| New | +$241K | 0.01% | 721 |
|
|
2020
Q3 | – | Sell |
-1,900
| Closed | -$79K | – | 1579 |
|
|
2020
Q2 | $79K | Buy |
1,900
+107
| +6% | +$4.45K | ﹤0.01% | 595 |
|
|
2020
Q1 | $56K | Sell |
1,793
-6,778
| -79% | -$212K | ﹤0.01% | 567 |
|
|
2019
Q4 | $471K | Buy |
+8,571
| New | +$471K | 0.04% | 212 |
|