Romano Brothers & Co’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $513K | Hold |
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|
2025
Q2 | $491K | Sell |
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|
2025
Q1 | $547K | Hold |
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|
2024
Q4 | $502K | Hold |
|
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|
2024
Q3 | $557K | Hold |
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|
2024
Q2 | $509K | Hold |
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|
2024
Q1 | $560K | Buy |
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|
2023
Q4 | $396K | Sell |
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|
2023
Q3 | $380K | Hold |
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|
2023
Q2 | $400K | Sell |
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|
2023
Q1 | $405K | Sell |
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|
2022
Q4 | $472K | Hold |
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|
2022
Q3 | $406K | Buy |
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