Premier Path Wealth Partners’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 | $414K | Sell |
5,217
-182
| -3% | -$14.5K | 0.06% | 274 |
|
|
2025
Q1 | $455K | Sell |
5,399
-50
| -0.9% | -$4.22K | 0.07% | 243 |
|
|
2024
Q4 | $422K | Sell |
5,449
-135
| -2% | -$10.5K | 0.06% | 252 |
|
|
2024
Q3 | $480K | Sell |
5,584
-702
| -11% | -$60.3K | 0.08% | 235 |
|
|
2024
Q2 | $493K | Sell |
6,286
-74
| -1% | -$5.81K | 0.08% | 226 |
|
|
2024
Q1 | $549K | Sell |
6,360
-28
| -0.4% | -$2.42K | 0.1% | 193 |
|
|
2023
Q4 | $503K | Buy |
+6,388
| New | +$503K | 0.11% | 189 |
|