Waverly Advisors’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 | $698K | Buy |
8,787
+19
| +0.2% | +$1.51K | 0.01% | 716 |
|
|
2025
Q1 | $740K | Buy |
8,768
+775
| +10% | +$65.4K | 0.01% | 674 |
|
|
2024
Q4 | $619K | Buy |
7,993
+4,285
| +116% | +$332K | 0.01% | 632 |
|
|
2024
Q3 | $319K | Sell |
3,708
-174
| -4% | -$14.9K | 0.01% | 671 |
|
|
2024
Q2 | $305K | Buy |
3,882
+174
| +5% | +$13.6K | 0.01% | 663 |
|
|
2024
Q1 | $320K | Buy |
+3,708
| New | +$320K | 0.01% | 552 |
|
|
2018
Q1 | – | Sell |
-281
| Closed | -$20K | – | 319 |
|
|
2017
Q4 | $20K | Buy |
+281
| New | +$20K | ﹤0.01% | 290 |
|
|
2015
Q4 | – | Sell |
-229
| Closed | -$11K | – | 321 |
|
|
2015
Q3 | $11K | Buy |
+229
| New | +$11K | 0.01% | 339 |
|