Sequoia Financial Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $733K | Buy |
9,224
+4,540
| +97% | +$361K | 0.01% | 818 |
|
|
2025
Q1 | $395K | Buy |
4,684
+54
| +1% | +$4.56K | ﹤0.01% | 945 |
|
|
2024
Q4 | $358K | Buy |
4,630
+1,818
| +65% | +$141K | ﹤0.01% | 936 |
|
|
2024
Q3 | $242K | Sell |
2,812
-52
| -2% | -$4.47K | ﹤0.01% | 1079 |
|
|
2024
Q2 | $225K | Buy |
2,864
+366
| +15% | +$28.7K | ﹤0.01% | 1036 |
|
|
2024
Q1 | $216K | Sell |
2,498
-2,516
| -50% | -$217K | ﹤0.01% | 1018 |
|
|
2023
Q4 | $394K | Buy |
+5,014
| New | +$394K | ﹤0.01% | 819 |
|