Prestige Wealth Management 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 | $2.7K | Hold |
34
| – | – | ﹤0.01% | 680 |
|
|
2025
Q1 | $2.87K | Hold |
34
| – | – | ﹤0.01% | 671 |
|
|
2024
Q4 | $2.63K | Hold |
34
| – | – | ﹤0.01% | 729 |
|
|
2024
Q3 | $2.92K | Hold |
34
| – | – | ﹤0.01% | 699 |
|
|
2024
Q2 | $2.67K | Hold |
34
| – | – | ﹤0.01% | 662 |
|
|
2024
Q1 | $2.94K | Hold |
34
| – | – | ﹤0.01% | 677 |
|
|
2023
Q4 | $2.68K | Sell |
34
-8
| -19% | -$629 | ﹤0.01% | 692 |
|
|
2023
Q3 | $3.03K | Buy |
42
+8
| +24% | +$577 | ﹤0.01% | 665 |
|
|
2023
Q2 | $2.58K | Hold |
34
| – | – | ﹤0.01% | 714 |
|
|
2023
Q1 | $2.53K | Buy |
34
+27
| +386% | +$2.01K | ﹤0.01% | 703 |
|
|
2022
Q4 | $587 | Hold |
7
| – | – | ﹤0.01% | 1038 |
|
|
2022
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 896 |
|
|
2022
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 1044 |
|
|
2022
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 912 |
|
|
2021
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 933 |
|
|
2021
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 1035 |
|
|
2021
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 1018 |
|
|
2021
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 1016 |
|
|
2020
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1008 |
|
|
2019
Q1 | – | Sell |
-104
| Closed | -$5K | – | 955 |
|
|
2018
Q4 | $5K | Buy |
+104
| New | +$5K | ﹤0.01% | 601 |
|