Stratos Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $436K | Buy |
4,842
+135
| +3% | +$12.3K | 0.01% | 1124 |
|
|
2025
Q4 | $415K | Buy |
4,707
+441
| +10% | +$37.2K | ﹤0.01% | 1123 |
|
|
2025
Q3 | $354K | Buy |
4,266
+405
| +10% | +$32.4K | ﹤0.01% | 1172 |
|
|
2025
Q2 | $307K | Buy |
3,861
+35
| +0.9% | +$2.69K | ﹤0.01% | 1127 |
|
|
2025
Q1 | $323K | Buy |
3,826
+144
| +4% | +$12K | ﹤0.01% | 1053 |
|
|
2024
Q4 | $285K | Sell |
3,682
-916
| -20% | -$77.2K | ﹤0.01% | 1166 |
|
|
2024
Q3 | $395K | Buy |
4,598
+799
| +21% | +$64.5K | 0.01% | 1025 |
|
|
2024
Q2 | $298K | Buy |
3,799
+47
| +1% | +$3.82K | ﹤0.01% | 1089 |
|
|
2024
Q1 | $324K | Sell |
3,752
-48
| -1% | -$3.85K | 0.01% | 1073 |
|
|
2023
Q4 | $299K | Sell |
3,800
-584
| -13% | -$42.3K | 0.01% | 1082 |
|
|
2023
Q3 | $316K | Buy |
4,384
+789
| +22% | +$61.2K | 0.01% | 993 |
|
|
2023
Q2 | $273K | Buy |
3,595
+242
| +7% | +$17.4K | 0.01% | 998 |
|
|
2023
Q1 | $249K | Sell |
3,353
-62
| -2% | -$5.26K | 0.01% | 950 |
|
|
2022
Q4 | $287K | Sell |
3,415
-127
| -4% | -$10.9K | 0.01% | 909 |
|
|
2022
Q3 | $256K | Sell |
3,542
-267
| -7% | -$19.2K | 0.01% | 925 |
|
|
2022
Q2 | $254K | Buy |
3,809
+115
| +3% | +$8.09K | 0.01% | 1002 |
|
|
2022
Q1 | $271K | Buy |
3,694
+457
| +14% | +$33.1K | 0.01% | 1028 |
|
|
2021
Q4 | $234K | Buy |
3,237
+87
| +3% | +$6.07K | 0.01% | 1101 |
|
|
2021
Q3 | $203K | Buy |
+3,150
| New | +$202K | 0.01% | 1102 |
|
|
2018
Q4 | – | Sell |
-1,389
| Closed | -$81K | – | 2023 |
|
|
2018
Q3 | $81K | Buy |
+1,389
| New | +$77.4K | ﹤0.01% | 1239 |
|
|
2018
Q2 | – | Sell |
-1,144
| Closed | -$70K | – | 2121 |
|
|
2018
Q1 | $70K | Buy |
1,144
+155
| +16% | +$10.2K | ﹤0.01% | 1394 |
|
|
2017
Q4 | $70K | Buy |
+989
| New | +$68.1K | ﹤0.01% | 1355 |
|
Other funds holding PFG
NLI
VCM
VPM
