Atria Investments’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	$1.72M	Buy	19,073 +11,567	+154%	+$1.06M	0.02%	777
2025 Q4	$662K	Buy	7,506 +927	+14%	+$78.2K	0.01%	1287
2025 Q3	$545K	Buy	6,579 +2,961	+82%	+$237K	0.01%	1370
2025 Q2	$287K	Sell	3,618 -454	-11%	-$34.9K	﹤0.01%	1733
2025 Q1	$344K	Buy	4,072 +143	+4%	+$11.9K	﹤0.01%	1547
2024 Q4	$304K	Buy	+3,929	New	+$331K	﹤0.01%	1587
2024 Q3	–	Sell	-2,571	Closed	-$202K	–	2017
2024 Q2	$202K	Buy	+2,571	New	+$209K	﹤0.01%	1819
2020 Q2	–	Sell	-7,796	Closed	-$244K	–	705
2020 Q1	$244K	Sell	7,796 -9,511	-55%	-$450K	0.02%	479
2019 Q4	$952K	Sell	17,307 -4,766	-22%	-$261K	0.03%	547
2019 Q3	$1.26M	Sell	22,073 -3,873	-15%	-$218K	0.04%	353
2019 Q2	$1.38M	Buy	+25,946	New	+$1.43M	0.05%	309
2018 Q4	–	Sell	-32,812	Closed	-$1.92M	–	984
2018 Q3	$1.92M	Sell	32,812 -6,337	-16%	-$353K	0.08%	236
2018 Q2	$2.07M	Buy	+39,149	New	+$2.27M	0.09%	229