RWS
Resolute Wealth Strategies’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Buy |
3,058
+15
| +0.5% | +$1.19K | 0.13% | 97 |
|
|
2025
Q1 | $257K | Buy |
3,043
+14
| +0.5% | +$1.18K | 0.14% | 87 |
|
|
2024
Q4 | $234K | Buy |
3,029
+15
| +0.5% | +$1.16K | 0.12% | 86 |
|
|
2024
Q3 | $259K | Sell |
3,014
-1,460
| -33% | -$125K | 0.13% | 83 |
|
|
2024
Q2 | $351K | Buy |
4,474
+14
| +0.3% | +$1.1K | 0.2% | 65 |
|
|
2024
Q1 | $385K | Buy |
4,460
+12
| +0.3% | +$1.04K | 0.23% | 66 |
|
|
2023
Q4 | $350K | Sell |
4,448
-1,027
| -19% | -$80.8K | 0.24% | 60 |
|
|
2023
Q3 | $395K | Buy |
5,475
+4
| +0.1% | +$288 | 0.3% | 54 |
|
|
2023
Q2 | $415K | Buy |
5,471
+4
| +0.1% | +$303 | 0.32% | 50 |
|
|
2023
Q1 | $406K | Buy |
+5,467
| New | +$406K | 0.35% | 49 |
|