Argonautica Private Wealth 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	$227K	Sell	2,516 -5,944	-70%	-$543K	0.07%	175
2025 Q4	$746K	Sell	8,460 -299	-3%	-$25.2K	0.22%	82
2025 Q3	$726K	Sell	8,759 -62	-0.7%	-$4.96K	0.21%	87
2025 Q2	$701K	Sell	8,821 -421	-5%	-$32.3K	0.22%	90
2025 Q1	$780K	Buy	9,242 +31	+0.3%	+$2.58K	0.27%	79
2024 Q4	$713K	Buy	9,211 +101	+1%	+$8.51K	0.23%	87
2024 Q3	$783K	Buy	9,110 +42	+0.5%	+$3.39K	0.26%	81
2024 Q2	$711K	Buy	9,068 +2,854	+46%	+$232K	0.24%	91
2024 Q1	$536K	Sell	6,214 -603	-9%	-$48.4K	0.19%	101
2023 Q4	$536K	Buy	6,817 +2	+0%	+$145	0.22%	91
2023 Q3	$491K	Buy	6,815 +89	+1%	+$6.91K	0.22%	90
2023 Q2	$510K	Buy	6,726 +199	+3%	+$14.3K	0.23%	85
2023 Q1	$485K	Sell	6,527 -595	-8%	-$50.5K	0.24%	79
2022 Q4	$598K	Buy	+7,122	New	+$611K	0.31%	68