RAG
RIA Advisory Group’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
2,981
+7
| +0.2% | +$556 | 0.07% | 114 |
|
|
2025
Q1 | $251K | Sell |
2,974
-4,632
| -61% | -$391K | 0.08% | 117 |
|
|
2024
Q4 | $589K | Buy |
7,606
+185
| +2% | +$14.3K | 0.2% | 64 |
|
|
2024
Q3 | $638K | Buy |
+7,421
| New | +$638K | 0.23% | 57 |
|
|
2024
Q1 | $564K | Sell |
6,529
-1,073,471
| -99% | -$92.7M | 0.23% | 58 |
|
|
2023
Q4 | $1.19K | Buy |
1,080,000
+1,076,964
| +35,473% | +$1.19K | ﹤0.01% | 122 |
|
|
2023
Q3 | $219K | Buy |
+3,036
| New | +$219K | 0.1% | 105 |
|
|
2023
Q1 | – | Sell |
-3,042
| Closed | -$205K | – | 140 |
|
|
2022
Q4 | $205K | Buy |
+3,042
| New | +$205K | 0.12% | 84 |
|