Richardson Financial Services’s Principal Financial Group PFG Stock Holding History

Richardson Financial Services’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$93K	Buy
2025 Q1	$96.2K	Buy
2024 Q4	$86.5K	Sell
2024 Q3	$112K	Hold
2024 Q2	$112K	Sell
2024 Q1	$136K	Buy
2023 Q4	$110K	Buy