Summit Securities Group’s Principal Financial Group PFG Stock Holding History

Summit Securities Group’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$28.9K	Buy
2025 Q2	$11K	Buy
2024 Q1	–	Sell
2023 Q4	$0	Buy
2023 Q3	–	Sell
2023 Q2	$22K	Sell
2023 Q1	$33K	Buy
2022 Q4	$19K	Sell
2022 Q3	$21K	Sell
2022 Q2	$33K	Buy
2022 Q1	$7K	Buy