Wealth Enhancement Advisory Services’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
Q2 | $2.34M | Sell |
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|
2025
Q1 | $2.67M | Sell |
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|
2024
Q4 | $2.56M | Buy |
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|
2024
Q3 | $2.74M | Sell |
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|
2024
Q2 | $2.86M | Sell |
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|
2024
Q1 | $3.37M | Sell |
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|
2023
Q4 | $3.14M | Buy |
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|
2023
Q3 | $2.63M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $2.34M | Buy |
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|
2020
Q4 | $1.98M | Sell |
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|
2020
Q3 | $2.64M | Sell |
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|
2020
Q2 | $3.45M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.1M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $880K | Sell |
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|
2017
Q2 | $864K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.67M | Buy |
|