Spire Wealth Management’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 | $99.9K | Buy |
1,258
+867
| +222% | +$68.9K | ﹤0.01% | 970 |
|
|
2025
Q1 | $33K | Sell |
391
-9
| -2% | -$759 | ﹤0.01% | 1434 |
|
|
2024
Q4 | $31K | Buy |
400
+10
| +3% | +$774 | ﹤0.01% | 1463 |
|
|
2024
Q3 | $33.5K | Buy |
390
+9
| +2% | +$773 | ﹤0.01% | 1266 |
|
|
2024
Q2 | $29.9K | Buy |
381
+5
| +1% | +$392 | ﹤0.01% | 1287 |
|
|
2024
Q1 | $32.5K | Buy |
376
+3
| +0.8% | +$259 | ﹤0.01% | 1361 |
|
|
2023
Q4 | $29.2K | Buy |
373
+225
| +152% | +$17.6K | ﹤0.01% | 1393 |
|
|
2023
Q3 | $10.7K | Hold |
148
| – | – | ﹤0.01% | 1712 |
|
|
2023
Q2 | $11.2K | Sell |
148
-64
| -30% | -$4.85K | ﹤0.01% | 1775 |
|
|
2023
Q1 | $15.8K | Buy |
212
+58
| +38% | +$4.31K | ﹤0.01% | 1704 |
|
|
2022
Q4 | $13K | Buy |
154
+2
| +1% | +$169 | ﹤0.01% | 1526 |
|
|
2022
Q3 | $11K | Buy |
152
+140
| +1,167% | +$10.1K | ﹤0.01% | 1542 |
|
|
2022
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 2560 |
|
|
2022
Q1 | – | Sell |
-125
| Closed | -$9K | – | 2785 |
|
|
2021
Q4 | $9K | Buy |
+125
| New | +$9K | ﹤0.01% | 2421 |
|
|
2021
Q2 | – | Sell |
-100
| Closed | -$6K | – | 2874 |
|
|
2021
Q1 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 2585 |
|