Private 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 | $11.5K | Sell |
145
-16
| -10% | -$1.27K | ﹤0.01% | 445 |
|
|
2025
Q1 | $13.6K | Hold |
161
| – | – | 0.01% | 388 |
|
|
2024
Q4 | $12.5K | Hold |
161
| – | – | ﹤0.01% | 410 |
|
|
2024
Q3 | $13.8K | Hold |
161
| – | – | 0.01% | 374 |
|
|
2024
Q2 | $12.6K | Hold |
161
| – | – | 0.01% | 385 |
|
|
2024
Q1 | $13.9K | Hold |
161
| – | – | 0.01% | 340 |
|
|
2023
Q4 | $12.7K | Buy |
+161
| New | +$12.7K | 0.01% | 359 |
|