Ascent Group’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	$999K	Buy	11,083 +527	+5%	+$48.2K	0.03%	362
2025 Q4	$931K	Buy	10,556 +214	+2%	+$18.1K	0.03%	387
2025 Q3	$857K	Sell	10,342 -584	-5%	-$46.7K	0.03%	388
2025 Q2	$868K	Sell	10,926 -580	-5%	-$44.5K	0.03%	361
2025 Q1	$971K	Buy	11,506 +598	+5%	+$49.7K	0.04%	329
2024 Q4	$844K	Buy	10,908 +70	+0.6%	+$5.9K	0.06%	300
2024 Q3	$931K	Sell	10,838 -851	-7%	-$68.7K	0.07%	291
2024 Q2	$917K	Sell	11,689 -1,965	-14%	-$160K	0.07%	275
2024 Q1	$1.18M	Buy	13,654 +347	+3%	+$27.8K	0.1%	258
2023 Q4	$1.05M	Sell	13,307 -1,281	-9%	-$92.8K	0.1%	251
2023 Q3	$1.01M	Sell	14,588 -13,614	-48%	-$1.06M	0.11%	227
2023 Q2	$2.23M	Buy	28,202 +2,164	+8%	+$156K	0.25%	120
2023 Q1	$1.94M	Buy	26,038 +2,977	+13%	+$253K	0.21%	146
2022 Q4	$1.94M	Buy	23,061 +1,707	+8%	+$146K	0.23%	139
2022 Q3	$1.88M	Buy	21,354 +2,959	+16%	+$213K	0.23%	134
2022 Q2	$1.23M	Buy	18,395 +1,595	+9%	+$112K	0.15%	192
2022 Q1	$1.23M	Buy	+16,800	New	+$1.22M	0.14%	201