Sierra Ocean’s Principal Financial Group PFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.63K Sell
20
-15
-43% -$1.22K ﹤0.01% 800
2025
Q1
$3K Hold
35
﹤0.01% 692
2024
Q4
$2.75K Buy
+35
New +$2.75K ﹤0.01% 713