Regal Investment 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
2025
Q2
$258K Sell
2025
Q1
$299K Sell
2024
Q4
$280K Buy
2024
Q3
$304K Buy
2024
Q2
$277K Sell
2024
Q1
$322K Buy
2013
Q3
Hold
2013
Q2
Hold