PPWP
Proquility Private Wealth Partners’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.14M | Buy |
25,356
+19,405
| +326% | +$1.64M | 0.66% | 50 |
|
|
2024
Q4 | $461K | Sell |
5,951
-6,326
| -52% | -$490K | 0.15% | 80 |
|
|
2024
Q3 | $1.05M | Buy |
12,277
+730
| +6% | +$62.7K | 0.34% | 72 |
|
|
2024
Q2 | $906K | Buy |
11,547
+161
| +1% | +$12.6K | 0.31% | 74 |
|
|
2024
Q1 | $983K | Buy |
11,386
+5,809
| +104% | +$501K | 0.34% | 69 |
|
|
2023
Q4 | $439K | Sell |
5,577
-4,145
| -43% | -$326K | 0.17% | 83 |
|
|
2023
Q3 | $701K | Sell |
9,722
-309
| -3% | -$22.3K | 0.29% | 80 |
|
|
2023
Q2 | $761K | Buy |
10,031
+640
| +7% | +$48.5K | 0.3% | 77 |
|
|
2023
Q1 | $698K | Buy |
+9,391
| New | +$698K | 0.28% | 85 |
|