Proquility Private Wealth Partners’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
2025
Q1
$2.14M Buy
2024
Q4
$461K Sell
2024
Q3
$1.05M Buy
2024
Q2
$906K Buy
2024
Q1
$983K Buy
2023
Q4
$439K Sell
2023
Q3
$701K Sell
2023
Q2
$761K Buy
2023
Q1
$698K Buy