Strategic Wealth Partners’s Principal Financial Group PFG Stock Holding History

Strategic Wealth Partners’s Portfolio PFG Stock Details PFG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$14.3K	Hold
2025 Q2	$13.7K	Buy
2021 Q1	–	Sell
2020 Q4	$583K	Sell
2020 Q3	$490K	Buy
2019 Q3	–	Sell
2019 Q2	$2K	Buy