Wolff Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $648K | Hold |
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|
2025
Q2 | $621K | Hold |
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|
2025
Q1 | $659K | Hold |
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|
2024
Q4 | $605K | Hold |
|
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|
2024
Q3 | $671K | Hold |
|
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|
2024
Q2 | $613K | Hold |
|
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|
2024
Q1 | $675K | Hold |
|
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|
2023
Q4 | $615K | Hold |
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|
2023
Q3 | $563K | Hold |
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|
2023
Q2 | $593K | Hold |
|
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|
2023
Q1 | $581K | Hold |
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|
2022
Q4 | $656K | Hold |
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|
2022
Q3 | $563K | Hold |
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|
2022
Q2 | $522K | Hold |
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|
2022
Q1 | $574K | Hold |
|
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|
2021
Q4 | $565K | Hold |
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|
2021
Q3 | $503K | Buy |
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|
2021
Q1 | $469K | Hold |
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|
2020
Q4 | $388K | Hold |
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|
2020
Q3 | $315K | Hold |
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|
2020
Q2 | $325K | Hold |
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|
2020
Q1 | $245K | Hold |
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|
2019
Q4 | $430K | Hold |
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|
2019
Q3 | $447K | Buy |
|
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|
2019
Q2 | $293K | Hold |
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|
2019
Q1 | $254K | Hold |
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|
2018
Q4 | $223K | Buy |
|