Redhawk Wealth Advisors’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
Q2
Sell
-4,125
Closed -$356K 329
2024
Q1
$356K Buy
4,125
+890
+28% +$71.4K 0.06% 227
2023
Q4
$254K Buy
3,235
+220
+7% +$15.9K 0.05% 250
2023
Q3
$217K Hold
3,015
0.07% 188
2023
Q2
$229K Buy
3,015
+15
+0.5% +$1.08K 0.07% 181
2023
Q1
$223K Hold
3,000
0.08% 162
2022
Q4
$252K Hold
3,000
0.1% 161
2022
Q3
$216K Sell
3,000
-10
-0.3% -$718 0.09% 145
2022
Q2
$201K Buy
3,010
+10
+0.3% +$703 0.09% 156
2022
Q1
$220K Sell
3,000
-129
-4% -$9.34K 0.06% 189
2021
Q4
$226K Hold
3,129
0.06% 204
2021
Q3
$202K Buy
+3,129
New +$201K 0.06% 205
2019
Q3
Sell
-1,630
Closed -$94K 350
2019
Q2
$94K Buy
+1,630
New +$89.8K 0.04% 188
2018
Q4
Sell
-8,705
Closed -$510K 136
2018
Q3
$510K Buy
+8,705
New +$485K 0.28% 76

Other funds holding PFG