Venture Visionary 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 | $516K | Buy |
|
|||||
|
2025
Q2 | $495K | Sell |
|
|||||
|
2025
Q1 | $526K | Sell |
|
|||||
|
2024
Q4 | $485K | Buy |
|
|||||
|
2024
Q3 | $538K | Buy |
|
|||||
|
2024
Q2 | $491K | Buy |
|
|||||
|
2024
Q1 | $540K | Buy |
|
|||||
|
2023
Q4 | $492K | Sell |
|
|||||
|
2023
Q3 | $491K | Sell |
|
|||||
|
2023
Q2 | $566K | Sell |
|
|||||
|
2023
Q1 | $642K | Sell |
|
|||||
|
2022
Q4 | $1.56M | Buy |
|
|||||
|
2022
Q3 | $1.18M | Buy |
|
|||||
|
2022
Q2 | $775K | Buy |
|
|||||
|
2022
Q1 | $723K | Buy |
|
|||||
|
2021
Q4 | $691K | Buy |
|
|||||
|
2021
Q3 | $536K | Buy |
|
|||||
|
2021
Q2 | $450K | Buy |
|
|||||
|
2021
Q1 | $409K | Buy |
|