SAG
SageView Advisory Group’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Sell |
2,538
-237
| -9% | -$19.1K | 0.01% | 600 |
|
|
2025
Q1 | $234K | Sell |
2,775
-141
| -5% | -$11.9K | 0.01% | 542 |
|
|
2024
Q4 | $226K | Buy |
2,916
+229
| +9% | +$17.7K | 0.01% | 537 |
|
|
2024
Q3 | $231K | Sell |
2,687
-415
| -13% | -$35.6K | 0.01% | 465 |
|
|
2024
Q2 | $243K | Buy |
+3,102
| New | +$243K | 0.01% | 493 |
|
|
2024
Q1 | – | Sell |
-5,154
| Closed | -$416K | – | 740 |
|
|
2023
Q4 | $416K | Sell |
5,154
-3,200
| -38% | -$258K | 0.02% | 435 |
|
|
2023
Q3 | $602K | Sell |
8,354
-2,944
| -26% | -$212K | 0.03% | 302 |
|
|
2023
Q2 | $857K | Sell |
11,298
-393
| -3% | -$29.8K | 0.05% | 251 |
|
|
2023
Q1 | $869K | Buy |
+11,691
| New | +$869K | 0.06% | 227 |
|