Smartleaf Asset Management’s Principal Financial Group PFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$135K Sell
2025
Q1
$203K Buy
2024
Q4
$170K Buy
2024
Q3
$157K Buy
2024
Q2
$85.3K Buy
2024
Q1
$71.9K Buy
2023
Q4
$13.3K Buy