Resurgent Financial 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 | – | Sell |
-2,477
| Closed | -$209K | – | 197 |
|
|
2025
Q1 | $209K | Buy |
+2,477
| New | +$209K | 0.13% | 173 |
|
|
2024
Q4 | – | Sell |
-2,532
| Closed | -$217K | – | 183 |
|
|
2024
Q3 | $217K | Buy |
+2,532
| New | +$217K | 0.13% | 171 |
|
|
2024
Q2 | – | Sell |
-2,532
| Closed | -$219K | – | 193 |
|
|
2024
Q1 | $219K | Hold |
2,532
| – | – | 0.12% | 170 |
|
|
2023
Q4 | $199K | Sell |
2,532
-158
| -6% | -$12.4K | 0.12% | 166 |
|
|
2023
Q3 | $194K | Hold |
2,690
| – | – | 0.13% | 151 |
|
|
2023
Q2 | $204K | Sell |
2,690
-2
| -0.1% | -$152 | 0.13% | 141 |
|
|
2023
Q1 | $200K | Buy |
2,692
+210
| +8% | +$15.6K | 0.13% | 148 |
|
|
2022
Q4 | $208K | Buy |
+2,482
| New | +$208K | 0.11% | 193 |
|