Waldron Private Wealth’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 | $370K | Hold |
4,656
| – | – | 0.02% | 222 |
|
|
2025
Q1 | $393K | Sell |
4,656
-683
| -13% | -$57.6K | 0.02% | 207 |
|
|
2024
Q4 | $413K | Sell |
5,339
-15
| -0.3% | -$1.16K | 0.02% | 281 |
|
|
2024
Q3 | $460K | Sell |
5,354
-16
| -0.3% | -$1.37K | 0.02% | 260 |
|
|
2024
Q2 | $421K | Buy |
5,370
+36
| +0.7% | +$2.82K | 0.02% | 252 |
|
|
2024
Q1 | $460K | Hold |
5,334
| – | – | 0.02% | 250 |
|
|
2023
Q4 | $420K | Sell |
5,334
-45
| -0.8% | -$3.54K | 0.02% | 257 |
|
|
2023
Q3 | $388K | Sell |
5,379
-151
| -3% | -$10.9K | 0.02% | 256 |
|
|
2023
Q2 | $419K | Buy |
5,530
+18
| +0.3% | +$1.37K | 0.02% | 248 |
|
|
2023
Q1 | $410K | Sell |
5,512
-18
| -0.3% | -$1.34K | 0.02% | 283 |
|
|
2022
Q4 | $398K | Hold |
5,530
| – | – | 0.02% | 262 |
|
|
2022
Q3 | $398K | Sell |
5,530
-6
| -0.1% | -$432 | 0.02% | 262 |
|
|
2022
Q2 | $369K | Sell |
5,536
-56
| -1% | -$3.73K | 0.02% | 271 |
|
|
2022
Q1 | $410K | Buy |
5,592
+97
| +2% | +$7.11K | 0.02% | 274 |
|
|
2021
Q4 | $397K | Hold |
5,495
| – | – | 0.02% | 278 |
|
|
2021
Q3 | $353K | Buy |
5,495
+180
| +3% | +$11.6K | 0.02% | 258 |
|
|
2021
Q2 | $335K | Sell |
5,315
-1,223
| -19% | -$77.1K | 0.02% | 256 |
|
|
2021
Q1 | $392K | Hold |
6,538
| – | – | 0.03% | 218 |
|
|
2020
Q4 | $324K | Hold |
6,538
| – | – | 0.02% | 218 |
|
|
2020
Q3 | $263K | Buy |
6,538
+48
| +0.7% | +$1.93K | 0.02% | 221 |
|
|
2020
Q2 | $269K | Buy |
+6,490
| New | +$269K | 0.02% | 212 |
|
|
2020
Q1 | – | Sell |
-6,332
| Closed | -$348K | – | 279 |
|
|
2019
Q4 | $348K | Hold |
6,332
| – | – | 0.03% | 197 |
|
|
2019
Q3 | $361K | Buy |
+6,332
| New | +$361K | 0.04% | 170 |
|