Robinson Smith Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Robinson Smith Wealth Advisors’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 Q3	$317K	Hold
2025 Q2	$304K	Hold
2025 Q1	$322K	Hold
2024 Q4	$296K	Hold
2024 Q3	$328K	Sell
2024 Q2	$300K	Buy
2024 Q1	$330K	Sell
2023 Q4	$301K	Buy