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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $354K | Buy |
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|
2025
Q2 | $307K | Buy |
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|
2025
Q1 | $323K | Buy |
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|
2024
Q4 | $285K | Sell |
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|
2024
Q3 | $395K | Buy |
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|
2024
Q2 | $298K | Buy |
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|
2024
Q1 | $324K | Sell |
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|
2023
Q4 | $299K | Sell |
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|
2023
Q3 | $316K | Buy |
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|
2023
Q2 | $273K | Buy |
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|
2023
Q1 | $249K | Sell |
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|
2022
Q4 | $287K | Sell |
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|
2022
Q3 | $256K | Sell |
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|
2022
Q2 | $254K | Buy |
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|
2022
Q1 | $271K | Buy |
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|
2021
Q4 | $234K | Buy |
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|
2021
Q3 | $203K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $81K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $70K | Buy |
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|
2017
Q4 | $70K | Buy |
|