Arcadia 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	$811	Hold	9	–	–	﹤0.01%	277
2025 Q4	$794	Buy	+9	New	+$760	﹤0.01%	286
2019 Q4	–	Sell	-2,325	Closed	-$133K	–	288
2019 Q3	$133K	Sell	2,325 -100	-4%	-$5.63K	0.04%	139
2019 Q2	$140K	Buy	2,425 +700	+41%	+$38.6K	0.04%	133
2019 Q1	$87K	Hold	1,725	–	–	0.03%	156
2018 Q4	$76K	Sell	1,725 -785	-31%	-$38.6K	0.03%	153
2018 Q3	$147K	Sell	2,510 -5,777	-70%	-$322K	0.04%	129
2018 Q2	$439K	Sell	8,287 -5,088	-38%	-$296K	0.12%	92
2018 Q1	$815K	Buy	13,375 +3,400	+34%	+$224K	0.23%	81
2017 Q4	$704K	Buy	9,975 +2,650	+36%	+$183K	0.2%	82
2017 Q3	$471K	Buy	7,325 +1,050	+17%	+$67.5K	0.14%	94
2017 Q2	$402K	Buy	6,275 +5,953	+1,849%	+$378K	0.13%	101
2017 Q1	$20K	Sell	322 -195	-38%	-$11.9K	0.01%	324
2016 Q4	$30K	Hold	517	–	–	0.01%	239
2016 Q3	$27K	Hold	517	–	–	0.01%	244
2016 Q2	$21K	Buy	517 +322	+165%	+$13.6K	0.01%	329
2016 Q1	$8K	Buy	+195	New	+$7.5K	﹤0.01%	265