Acropolis Investment 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	$210K	Sell	2,336 -42	-2%	-$3.84K	0.01%	278
2025 Q4	$210K	Buy	+2,378	New	+$201K	0.01%	278
2025 Q2	–	Sell	-2,235	Closed	-$189K	–	286
2025 Q1	$189K	Hold	2,235	–	–	0.01%	234
2024 Q4	$173K	Sell	2,235 -317	-12%	-$26.7K	0.01%	246
2024 Q3	$219K	Sell	2,552 -201	-7%	-$16.2K	0.01%	213
2024 Q2	$216K	Sell	2,753 -118	-4%	-$9.58K	0.01%	212
2024 Q1	$248K	Sell	2,871 -193	-6%	-$15.5K	0.02%	201
2023 Q4	$241K	Sell	3,064 -1,875	-38%	-$136K	0.02%	199
2023 Q3	$356K	Sell	4,939 -1,870	-27%	-$145K	0.03%	161
2023 Q2	$516K	Sell	6,809 -1,214	-15%	-$87.5K	0.04%	136
2023 Q1	$596K	Sell	8,023 -1,837	-19%	-$156K	0.05%	126
2022 Q4	$827K	Sell	9,860 -5,416	-35%	-$465K	0.07%	95
2022 Q3	$1.1M	Buy	15,276 +340	+2%	+$24.4K	0.11%	75
2022 Q2	$998K	Buy	14,936 +948	+7%	+$66.7K	0.1%	87
2022 Q1	$1.03M	Buy	13,988 +1,506	+12%	+$109K	0.09%	91
2021 Q4	$903K	Buy	12,482 +1,768	+17%	+$123K	0.08%	91
2021 Q3	$688K	Buy	10,714 +846	+9%	+$54.3K	0.08%	107
2021 Q2	$624K	Buy	9,868 +1,501	+18%	+$96K	0.06%	114
2021 Q1	$502K	Buy	8,367 +5,169	+162%	+$288K	0.05%	117
2020 Q4	$159K	Buy	+3,198	New	+$146K	0.02%	183