Robinson Smith Wealth 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 | $304K | Hold |
3,821
| – | – | 0.24% | 62 |
|
|
2025
Q1 | $322K | Hold |
3,821
| – | – | 0.27% | 64 |
|
|
2024
Q4 | $296K | Hold |
3,821
| – | – | 0.25% | 63 |
|
|
2024
Q3 | $328K | Sell |
3,821
-3
| -0.1% | -$258 | 0.28% | 61 |
|
|
2024
Q2 | $300K | Buy |
3,824
+3
| +0.1% | +$235 | 0.26% | 69 |
|
|
2024
Q1 | $330K | Sell |
3,821
-3
| -0.1% | -$259 | 0.32% | 60 |
|
|
2023
Q4 | $301K | Buy |
+3,824
| New | +$301K | 0.3% | 68 |
|