Westend Capital Management’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
2026
Q1
Sell
2025
Q4
$7.06K Hold
2025
Q3
$6.63K Hold
2025
Q2
$6.35K Hold
2025
Q1
$6.75K Hold
2024
Q4
$6.19K Hold
2024
Q3
$6.87K Hold
2024
Q2
$6.24K Hold
2024
Q1
$6.91K Buy