Atlas Capital Advisors’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	$737K	Buy	8,181 +6,531	+396%	+$597K	0.08%	190
2025 Q4	$146K	Buy	+1,650	New	+$139K	0.02%	465
2025 Q2	$16.5K	Sell	208 -1,610	-89%	-$124K	﹤0.01%	728
2025 Q1	$153K	Hold	1,818	–	–	0.02%	450
2024 Q4	$141K	Hold	1,818	–	–	0.02%	450
2024 Q3	$156K	Sell	1,818 -68	-4%	-$5.49K	0.02%	415
2024 Q2	$148K	Hold	1,886	–	–	0.02%	437
2024 Q1	$163K	Hold	1,886	–	–	0.03%	404
2023 Q4	$148K	Sell	1,886 -594	-24%	-$43K	0.02%	428
2023 Q3	$179K	Sell	2,480 -55	-2%	-$4.27K	0.03%	368
2023 Q2	$192K	Sell	2,535 -392	-13%	-$28.3K	0.03%	370
2023 Q1	$218K	Sell	2,927 -193	-6%	-$16.4K	0.03%	342
2022 Q4	$262K	Hold	3,120	–	–	0.04%	292
2022 Q3	$225K	Buy	3,120 +2,912	+1,400%	+$209K	0.04%	325
2022 Q2	$13.9K	Hold	208	–	–	﹤0.01%	721
2022 Q1	$15.3K	Hold	208	–	–	﹤0.01%	660
2021 Q4	$15K	Hold	208	–	–	﹤0.01%	670
2021 Q3	$13.4K	Hold	208	–	–	﹤0.01%	683
2021 Q2	$13.1K	Hold	208	–	–	﹤0.01%	703
2021 Q1	$12.5K	Hold	208	–	–	﹤0.01%	648
2020 Q4	$10.3K	Buy	+208	New	+$9.53K	﹤0.01%	588