Valued Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Valued Wealth Advisors’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 Q2	$640	Hold
2025 Q1	$678	Hold
2024 Q4	$620	Hold
2024 Q3	$688	Sell
2024 Q2	$1.8K	Hold
2024 Q1	$1.99K	Buy
2023 Q4	$1.3K	Buy