SOA Wealth Advisors’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 | $91 | Hold |
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|
2025
Q1 | $96 | Hold |
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|
2024
Q4 | $87 | Hold |
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|
2024
Q3 | $96 | Hold |
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|
2024
Q2 | $87 | Hold |
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|
2024
Q1 | $95 | Hold |
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|
2023
Q4 | $86 | Sell |
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|
2023
Q3 | $2.53K | Hold |
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|
2023
Q2 | $2.66K | Hold |
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|
2023
Q1 | $2.6K | Hold |
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|
2022
Q4 | $2.94K | Hold |
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|
2022
Q3 | $2K | Sell |
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|
2022
Q2 | $2K | Sell |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $3K | Hold |
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|
2021
Q3 | $3K | Sell |
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|
2021
Q2 | $3K | Buy |
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|
2021
Q1 | $0 | Sell |
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|
2020
Q4 | $0 | Buy |
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