WFA
West Financial Advisors’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $145K | Sell |
1,830
-40
| -2% | -$3.18K | 0.03% | 69 |
|
|
2025
Q1 | $158K | Hold |
1,870
| – | – | 0.03% | 66 |
|
|
2024
Q4 | $145K | Sell |
1,870
-579
| -24% | -$44.8K | 0.03% | 67 |
|
|
2024
Q3 | $210K | Buy |
2,449
+18
| +0.7% | +$1.55K | 0.04% | 54 |
|
|
2024
Q2 | $191K | Sell |
2,431
-31
| -1% | -$2.43K | 0.04% | 56 |
|
|
2024
Q1 | $212K | Hold |
2,462
| – | – | 0.05% | 55 |
|
|
2023
Q4 | $194K | Sell |
2,462
-53
| -2% | -$4.17K | 0.04% | 55 |
|
|
2023
Q3 | $181K | Sell |
2,515
-10
| -0.4% | -$721 | 0.05% | 54 |
|
|
2023
Q2 | $191K | Buy |
2,525
+754
| +43% | +$57.2K | 0.05% | 54 |
|
|
2023
Q1 | $132K | Sell |
1,771
-55
| -3% | -$4.09K | 0.03% | 61 |
|
|
2022
Q4 | $153K | Sell |
1,826
-36
| -2% | -$3.02K | 0.04% | 56 |
|
|
2022
Q3 | $134K | Buy |
1,862
+194
| +12% | +$14K | 0.04% | 66 |
|
|
2022
Q2 | $111K | Sell |
1,668
-145
| -8% | -$9.65K | 0.03% | 74 |
|
|
2022
Q1 | $133K | Buy |
1,813
+125
| +7% | +$9.17K | 0.04% | 72 |
|
|
2021
Q4 | $122K | Hold |
1,688
| – | – | 0.03% | 76 |
|
|
2021
Q3 | $109K | Buy |
1,688
+1,274
| +308% | +$82.3K | 0.03% | 74 |
|
|
2021
Q2 | $26K | Sell |
414
-185
| -31% | -$11.6K | 0.01% | 107 |
|
|
2021
Q1 | $36K | Buy |
599
+185
| +45% | +$11.1K | 0.01% | 98 |
|
|
2020
Q4 | $21K | Buy |
+414
| New | +$21K | 0.01% | 109 |
|