RDFA
Ritter Daniher Financial Advisory’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.94K | Hold |
100
| – | – | ﹤0.01% | 270 |
|
|
2025
Q1 | $8.44K | Hold |
100
| – | – | ﹤0.01% | 256 |
|
|
2024
Q4 | $7.74K | Hold |
100
| – | – | ﹤0.01% | 248 |
|
|
2024
Q3 | $8.59K | Sell |
100
-17
| -15% | -$1.46K | ﹤0.01% | 245 |
|
|
2024
Q2 | $9.18K | Hold |
117
| – | – | ﹤0.01% | 236 |
|
|
2024
Q1 | $10.1K | Hold |
117
| – | – | ﹤0.01% | 220 |
|
|
2023
Q4 | $9.21K | Hold |
117
| – | – | ﹤0.01% | 236 |
|
|
2023
Q3 | $8.43K | Sell |
117
-27
| -19% | -$1.95K | ﹤0.01% | 240 |
|
|
2023
Q2 | $10.9K | Hold |
144
| – | – | ﹤0.01% | 214 |
|
|
2023
Q1 | $10.7K | Hold |
144
| – | – | ﹤0.01% | 207 |
|
|
2022
Q4 | $12.1K | Sell |
144
-3
| -2% | -$252 | 0.01% | 198 |
|
|
2022
Q3 | $11K | Hold |
147
| – | – | 0.01% | 170 |
|
|
2022
Q2 | $10K | Buy |
+147
| New | +$10K | 0.01% | 171 |
|