Raymond James Trust’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
2024
Q3
$264K Sell
2024
Q2
$266K Buy
2024
Q1
$290K Sell
2023
Q4
$274K Sell
2023
Q3
$262K Buy
2023
Q2
$262K Sell
2023
Q1
$261K Buy
2022
Q4
$279K Buy
2022
Q3
$210K Buy