Wedmont Private Capital’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 | $233K | Sell |
2,886
-223
| -7% | -$18K | 0.01% | 670 |
|
|
2025
Q1 | $226K | Buy |
3,109
+48
| +2% | +$3.49K | 0.01% | 605 |
|
|
2024
Q4 | $234K | Buy |
3,061
+194
| +7% | +$14.8K | 0.01% | 610 |
|
|
2024
Q3 | $246K | Buy |
2,867
+91
| +3% | +$7.8K | 0.01% | 566 |
|
|
2024
Q2 | $236K | Buy |
2,776
+250
| +10% | +$21.2K | 0.01% | 564 |
|
|
2024
Q1 | $209K | Buy |
+2,526
| New | +$209K | 0.02% | 564 |
|
|
2023
Q1 | – | Sell |
-2,392
| Closed | -$209K | – | 485 |
|
|
2022
Q4 | $209K | Buy |
+2,392
| New | +$209K | 0.03% | 417 |
|