Rothschild Investment LLC’s Principal Financial Group PFG Stock Holding History

Rothschild Investment LLC’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 Q2	$245K	Buy
2025 Q1	$259K	Sell
2024 Q4	$239K	Buy
2024 Q3	$265K	Sell
2024 Q2	$250K	Sell
2024 Q1	$287K	Buy
2023 Q4	$257K	Buy
2023 Q1	–	Sell
2022 Q4	$217K	Buy