Alteri Wealth’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	$426K	Buy	5,368 +1,115	+26%	+$88.6K	0.17%	151
2025 Q1	$359K	Buy	4,253 +907	+27%	+$76.5K	0.16%	164
2024 Q4	$259K	Buy	+3,346	New	+$259K	0.07%	205