Park Edge Advisors’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
Q3 | $849K | Hold |
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|
2025
Q2 | $813K | Hold |
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|
2025
Q1 | $864K | Hold |
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|
2024
Q4 | $792K | Sell |
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|
2024
Q3 | $936K | Hold |
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|
2024
Q2 | $854K | Hold |
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|
2024
Q1 | $940K | Hold |
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|
2023
Q4 | $857K | Hold |
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|
2023
Q3 | $785K | Hold |
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|
2023
Q2 | $826K | Hold |
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|
2023
Q1 | $809K | Hold |
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|
2022
Q4 | $914K | Buy |
|