Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $43.3K | Buy |
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|
2024
Q3 | $31.3K | Hold |
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|
2024
Q2 | $28.6K | Hold |
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|
2024
Q1 | $31.4K | Hold |
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|
2023
Q4 | $28.6K | Hold |
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|
2023
Q3 | $26.2K | Hold |
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|
2023
Q2 | $27.6K | Hold |
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|
2023
Q1 | $27.1K | Hold |
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|
2022
Q4 | $30.5K | Hold |
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|
2022
Q3 | $27K | Hold |
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|
2022
Q2 | $24K | Hold |
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|
2022
Q1 | $27K | Hold |
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|
2021
Q4 | $26K | Hold |
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|
2021
Q3 | $23K | Hold |
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|
2021
Q2 | $23K | Hold |
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|
2021
Q1 | $22 | Hold |
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|
2020
Q4 | $18K | Hold |
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|
2020
Q3 | $15K | Hold |
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|
2020
Q2 | $15K | Hold |
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|
2020
Q1 | $11K | Hold |
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|
2019
Q4 | $20K | Buy |
|