Strategic Wealth Partners’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 | $13.7K | Buy |
+173
| New | +$13.7K | ﹤0.01% | 729 |
|
|
2021
Q1 | – | Sell |
-11,745
| Closed | -$583K | – | 203 |
|
|
2020
Q4 | $583K | Sell |
11,745
-429
| -4% | -$21.3K | 0.24% | 100 |
|
|
2020
Q3 | $490K | Buy |
+12,174
| New | +$490K | 0.25% | 97 |
|
|
2019
Q3 | – | Sell |
-50
| Closed | -$2K | – | 758 |
|
|
2019
Q2 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 702 |
|