Rialto Wealth Management’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
$715 Sell
9
-6
-40% -$477 ﹤0.01% 983
2025
Q1
$1.27K Buy
+15
New +$1.27K ﹤0.01% 623