West Financial Advisors’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
Q3 | $150K | Sell |
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|
2025
Q2 | $145K | Sell |
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|
2025
Q1 | $158K | Hold |
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|
2024
Q4 | $145K | Sell |
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|
2024
Q3 | $210K | Buy |
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|
2024
Q2 | $191K | Sell |
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|
2024
Q1 | $212K | Hold |
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|
2023
Q4 | $194K | Sell |
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|
2023
Q3 | $181K | Sell |
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|
2023
Q2 | $191K | Buy |
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|
2023
Q1 | $132K | Sell |
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|
2022
Q4 | $153K | Sell |
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|
2022
Q3 | $134K | Buy |
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|
2022
Q2 | $111K | Sell |
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|
2022
Q1 | $133K | Buy |
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|
2021
Q4 | $122K | Hold |
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|
2021
Q3 | $109K | Buy |
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|
2021
Q2 | $26K | Sell |
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|
2021
Q1 | $36K | Buy |
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|
2020
Q4 | $21K | Buy |
|