Vivid Wealth Management’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $591K | Buy |
7,440
+2
| +0% | +$159 | 0.26% | 55 |
|
|
2025
Q1 | $628K | Buy |
7,438
+2
| +0% | +$169 | 0.31% | 54 |
|
|
2024
Q4 | $576K | Sell |
7,436
-199
| -3% | -$15.4K | 0.29% | 52 |
|
|
2024
Q3 | $656K | Buy |
7,635
+102
| +1% | +$8.76K | 0.34% | 49 |
|
|
2024
Q2 | $591K | Buy |
7,533
+1
| +0% | +$78 | 0.33% | 53 |
|
|
2024
Q1 | $650K | Buy |
7,532
+1
| +0% | +$86 | 0.41% | 46 |
|
|
2023
Q4 | $592K | Buy |
+7,531
| New | +$592K | 0.4% | 43 |
|