Activest Wealth Management’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$556	Sell	7 -28	-80%	-$2.22K	﹤0.01%	852
2025 Q1	$2.95K	Buy	+35	New	+$2.95K	﹤0.01%	587
2024 Q4	–	Hold	0	–	–	–	1102