RFS
Richardson Financial Services’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93K | Buy |
1,150
+10
| +0.9% | +$808 | 0.06% | 206 |
|
|
2025
Q1 | $96.2K | Buy |
1,140
+20
| +2% | +$1.69K | 0.07% | 188 |
|
|
2024
Q4 | $86.5K | Sell |
1,120
-310
| -22% | -$23.9K | 0.06% | 203 |
|
|
2024
Q3 | $112K | Hold |
1,430
| – | – | 0.07% | 194 |
|
|
2024
Q2 | $112K | Sell |
1,430
-150
| -9% | -$11.8K | 0.08% | 182 |
|
|
2024
Q1 | $136K | Buy |
1,580
+180
| +13% | +$15.5K | 0.1% | 174 |
|
|
2023
Q4 | $110K | Buy |
+1,400
| New | +$110K | 0.1% | 167 |
|