SWA
SOA Wealth Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91 | Hold |
1
| – | – | ﹤0.01% | 841 |
|
|
2025
Q1 | $96 | Hold |
1
| – | – | ﹤0.01% | 850 |
|
|
2024
Q4 | $87 | Hold |
1
| – | – | ﹤0.01% | 845 |
|
|
2024
Q3 | $96 | Hold |
1
| – | – | ﹤0.01% | 811 |
|
|
2024
Q2 | $87 | Hold |
1
| – | – | ﹤0.01% | 826 |
|
|
2024
Q1 | $95 | Hold |
1
| – | – | ﹤0.01% | 874 |
|
|
2023
Q4 | $86 | Sell |
1
-34
| -97% | -$2.92K | ﹤0.01% | 878 |
|
|
2023
Q3 | $2.53K | Hold |
35
| – | – | ﹤0.01% | 691 |
|
|
2023
Q2 | $2.66K | Hold |
35
| – | – | ﹤0.01% | 691 |
|
|
2023
Q1 | $2.61K | Hold |
35
| – | – | ﹤0.01% | 698 |
|
|
2022
Q4 | $2.94K | Hold |
35
| – | – | ﹤0.01% | 692 |
|
|
2022
Q3 | $2K | Sell |
35
-2
| -5% | -$114 | ﹤0.01% | 719 |
|
|
2022
Q2 | $2K | Sell |
37
-14
| -27% | -$757 | ﹤0.01% | 708 |
|
|
2022
Q1 | $3K | Hold |
51
| – | – | ﹤0.01% | 759 |
|
|
2021
Q4 | $3K | Hold |
51
| – | – | ﹤0.01% | 740 |
|
|
2021
Q3 | $3K | Sell |
51
-1
| -2% | -$59 | ﹤0.01% | 759 |
|
|
2021
Q2 | $3K | Buy |
52
+37
| +247% | +$2.14K | ﹤0.01% | 733 |
|
|
2021
Q1 | $0 | Sell |
15
-1
| -6% | – | ﹤0.01% | 897 |
|
|
2020
Q4 | $0 | Buy |
+16
| New | – | ﹤0.01% | 867 |
|