Wealthspire Advisors (New York)’s Principal Financial Group PFG Stock Holding History

Wealthspire Advisors (New York)’s Portfolio PFG Stock Details PFG Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$124K	Buy
2024 Q4	–	Sell
2024 Q3	$236K	Buy
2021 Q4	–	Sell
2021 Q3	$218K	Buy
2021 Q2	–	Sell
2021 Q1	$352K	Buy
2020 Q4	$254K	Buy
2020 Q2	–	Sell
2020 Q1	$214K	Buy
2019 Q1	–	Sell
2018 Q4	$10K	Buy