Paladin Advisory Group’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 | $35.7K | Hold |
449
| – | – | 0.03% | 157 |
|
|
2025
Q1 | $37.9K | Hold |
449
| – | – | 0.03% | 160 |
|
|
2024
Q4 | $34.8K | Hold |
449
| – | – | 0.03% | 163 |
|
|
2024
Q3 | $38.6K | Hold |
449
| – | – | 0.03% | 161 |
|
|
2024
Q2 | $35K | Hold |
449
| – | – | 0.03% | 156 |
|
|
2024
Q1 | $38.6K | Hold |
449
| – | – | 0.03% | 156 |
|
|
2023
Q4 | $35.3K | Hold |
449
| – | – | 0.03% | 162 |
|
|
2023
Q3 | $32.4K | Hold |
449
| – | – | 0.03% | 169 |
|
|
2023
Q2 | $34.1K | Hold |
449
| – | – | 0.03% | 174 |
|
|
2023
Q1 | $33.4K | Buy |
+449
| New | +$33.4K | 0.03% | 173 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 175 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 177 |
|
|
2022
Q2 | – | Sell |
-783
| Closed | -$57K | – | 177 |
|
|
2022
Q1 | $57K | Buy |
+783
| New | +$57K | 0.05% | 160 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 172 |
|