Prestige Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.43K | Sell |
27
-7
| -21% | -$640 | ﹤0.01% | 700 |
|
|
2025
Q4 | $3K | Hold |
34
| – | – | ﹤0.01% | 681 |
|
|
2025
Q3 | $2.82K | Hold |
34
| – | – | ﹤0.01% | 666 |
|
|
2025
Q2 | $2.7K | Hold |
34
| – | – | ﹤0.01% | 682 |
|
|
2025
Q1 | $2.87K | Hold |
34
| – | – | ﹤0.01% | 673 |
|
|
2024
Q4 | $2.63K | Hold |
34
| – | – | ﹤0.01% | 730 |
|
|
2024
Q3 | $2.92K | Hold |
34
| – | – | ﹤0.01% | 701 |
|
|
2024
Q2 | $2.67K | Hold |
34
| – | – | ﹤0.01% | 665 |
|
|
2024
Q1 | $2.94K | Hold |
34
| – | – | ﹤0.01% | 679 |
|
|
2023
Q4 | $2.67K | Sell |
34
-8
| -19% | -$579 | ﹤0.01% | 695 |
|
|
2023
Q3 | $3.03K | Buy |
42
+8
| +24% | +$621 | ﹤0.01% | 670 |
|
|
2023
Q2 | $2.58K | Hold |
34
| – | – | ﹤0.01% | 718 |
|
|
2023
Q1 | $2.53K | Buy |
34
+27
| +386% | +$2.29K | ﹤0.01% | 704 |
|
|
2022
Q4 | $587 | Hold |
7
| – | – | ﹤0.01% | 1041 |
|
|
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 | +$321 | ﹤0.01% | 1008 |
|
|
2019
Q1 | – | Sell |
-104
| Closed | -$5K | – | 955 |
|
|
2018
Q4 | $5K | Buy |
+104
| New | +$5.12K | ﹤0.01% | 601 |
|
Other funds holding PFG
NLI
VCM
VPM
