SageView Advisory Group’s Principal Financial Group PFG Stock Holding History

SageView Advisory Group’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	$204K	Sell
2025 Q1	$234K	Sell
2024 Q4	$226K	Buy
2024 Q3	$231K	Sell
2024 Q2	$243K	Buy
2024 Q1	–	Sell
2023 Q4	$416K	Sell
2023 Q3	$602K	Sell
2023 Q2	$857K	Sell
2023 Q1	$869K	Buy