Rise 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
$8.18K Hold
103
﹤0.01% 1080
2025
Q1
$8.69K Buy
+103
New +$8.69K ﹤0.01% 1074