Regal Investment Advisors’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Sell |
3,243
-305
| -9% | -$24.2K | 0.02% | 455 |
|
|
2025
Q1 | $299K | Sell |
3,548
-72
| -2% | -$6.07K | 0.02% | 400 |
|
|
2024
Q4 | $280K | Buy |
3,620
+83
| +2% | +$6.43K | 0.02% | 421 |
|
|
2024
Q3 | $304K | Buy |
3,537
+3
| +0.1% | +$258 | 0.02% | 447 |
|
|
2024
Q2 | $277K | Sell |
3,534
-200
| -5% | -$15.7K | 0.02% | 481 |
|
|
2024
Q1 | $322K | Buy |
+3,734
| New | +$322K | 0.02% | 444 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 933 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 913 |
|