TPA
Trivium Point Advisory’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Sell |
5,058
-563
| -10% | -$44.7K | 0.04% | 254 |
|
|
2025
Q1 | $474K | Sell |
5,621
-752
| -12% | -$63.4K | 0.06% | 236 |
|
|
2024
Q4 | $493K | Sell |
6,373
-370
| -5% | -$28.6K | 0.06% | 226 |
|
|
2024
Q3 | $584K | Sell |
6,743
-322
| -5% | -$27.9K | 0.08% | 208 |
|
|
2024
Q2 | $554K | Buy |
7,065
+165
| +2% | +$12.9K | 0.08% | 202 |
|
|
2024
Q1 | $596K | Sell |
6,900
-710
| -9% | -$61.3K | 0.13% | 144 |
|
|
2023
Q4 | $599K | Sell |
7,610
-109
| -1% | -$8.58K | 0.15% | 136 |
|
|
2023
Q3 | $525K | Sell |
7,719
-8,085
| -51% | -$550K | 0.14% | 142 |
|
|
2023
Q2 | $1.2M | Sell |
15,804
-2,218
| -12% | -$168K | 0.32% | 104 |
|
|
2023
Q1 | $1.34M | Buy |
18,022
+787
| +5% | +$58.5K | 0.36% | 93 |
|
|
2022
Q4 | $1.51M | Buy |
17,235
+245
| +1% | +$21.4K | 0.44% | 82 |
|
|
2022
Q3 | $1.33M | Buy |
16,990
+560
| +3% | +$43.9K | 0.41% | 81 |
|
|
2022
Q2 | $1.1M | Buy |
16,430
+695
| +4% | +$46.6K | 0.33% | 103 |
|
|
2022
Q1 | $1.16M | Buy |
+15,735
| New | +$1.16M | 0.26% | 119 |
|