WAM
Wakefield Asset Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-21,318
| Closed | -$1.8M | – | 238 |
|
|
2025
Q1 | $1.8M | Buy |
+21,318
| New | +$1.8M | 0.54% | 55 |
|
|
2023
Q1 | – | Sell |
-29,666
| Closed | -$2.49M | – | 200 |
|
|
2022
Q4 | $2.49M | Sell |
29,666
-3,794
| -11% | -$318K | 1.05% | 37 |
|
|
2022
Q3 | $2.41M | Buy |
+33,460
| New | +$2.41M | 1.11% | 31 |
|
|
2019
Q4 | – | Sell |
-3,856
| Closed | -$220K | – | 185 |
|
|
2019
Q3 | $220K | Buy |
+3,856
| New | +$220K | 0.1% | 142 |
|