Sequoia Financial Advisors’s Principal Financial Group PFG Stock Holding History

Sequoia Financial Advisors’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 Q3	$759K	Sell
2025 Q2	$733K	Buy
2025 Q1	$395K	Buy
2024 Q4	$358K	Buy
2024 Q3	$242K	Sell
2024 Q2	$225K	Buy
2024 Q1	$216K	Sell
2023 Q4	$394K	Buy