PEA
Park Edge Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $813K | Hold |
10,236
| – | – | 0.21% | 79 |
|
|
2025
Q1 | $864K | Hold |
10,236
| – | – | 0.24% | 72 |
|
|
2024
Q4 | $792K | Sell |
10,236
-655
| -6% | -$50.7K | 0.23% | 72 |
|
|
2024
Q3 | $936K | Hold |
10,891
| – | – | 0.27% | 73 |
|
|
2024
Q2 | $854K | Hold |
10,891
| – | – | 0.26% | 63 |
|
|
2024
Q1 | $940K | Hold |
10,891
| – | – | 0.26% | 56 |
|
|
2023
Q4 | $857K | Hold |
10,891
| – | – | 0.3% | 47 |
|
|
2023
Q3 | $785K | Hold |
10,891
| – | – | 0.28% | 45 |
|
|
2023
Q2 | $826K | Hold |
10,891
| – | – | 0.28% | 37 |
|
|
2023
Q1 | $809K | Hold |
10,891
| – | – | 0.31% | 33 |
|
|
2022
Q4 | $914K | Buy |
+10,891
| New | +$914K | 0.4% | 28 |
|