Basepoint Wealth LLC’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
Q2 | $751K | Sell |
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|
2025
Q1 | $805K | Buy |
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|
2024
Q4 | $734K | Buy |
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|
2024
Q3 | $809K | Sell |
|
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|
2024
Q2 | $746K | Sell |
|
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|
2024
Q1 | $823K | Sell |
|
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|
2023
Q4 | $757K | Buy |
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|
2023
Q3 | $668K | Buy |
|
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|
2023
Q2 | $661K | Buy |
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|
2023
Q1 | $632K | Buy |
|
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|
2022
Q4 | $705K | Buy |
|
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|
2022
Q3 | $606K | Buy |
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|
2022
Q2 | $553K | Buy |
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|
2022
Q1 | $603K | Buy |
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|
2021
Q4 | $594K | Buy |
|