Atwood & Palmer’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.94K	Hold	100	–	–	﹤0.01%	412
2025 Q1	$8.44K	Hold	100	–	–	﹤0.01%	341
2024 Q4	$7.74K	Hold	100	–	–	﹤0.01%	359
2024 Q3	$8.59K	Hold	100	–	–	﹤0.01%	352
2024 Q2	$7.85K	Hold	100	–	–	﹤0.01%	350
2024 Q1	$8.63K	Hold	100	–	–	﹤0.01%	318
2023 Q4	$7.87K	Hold	100	–	–	﹤0.01%	328
2023 Q3	$7.21K	Sell	100 -202	-67%	-$14.6K	﹤0.01%	320
2023 Q2	$22.9K	Hold	302	–	–	﹤0.01%	269
2023 Q1	$22.4K	Hold	302	–	–	﹤0.01%	256
2022 Q4	$25.3K	Hold	302	–	–	﹤0.01%	264
2022 Q3	$22K	Hold	302	–	–	﹤0.01%	259
2022 Q2	$20K	Hold	302	–	–	﹤0.01%	294
2022 Q1	$22K	Hold	302	–	–	﹤0.01%	306
2021 Q4	$22K	Hold	302	–	–	﹤0.01%	311
2021 Q3	$19K	Hold	302	–	–	﹤0.01%	309
2021 Q2	$19K	Hold	302	–	–	﹤0.01%	296
2021 Q1	$18K	Hold	302	–	–	﹤0.01%	305
2020 Q4	$15K	Hold	302	–	–	﹤0.01%	296
2020 Q3	$12K	Hold	302	–	–	﹤0.01%	261
2020 Q2	$13K	Hold	302	–	–	﹤0.01%	246
2020 Q1	$9K	Hold	302	–	–	﹤0.01%	254
2019 Q4	$17K	Hold	302	–	–	﹤0.01%	229
2019 Q3	$17K	Hold	302	–	–	﹤0.01%	237
2019 Q2	$17K	Hold	302	–	–	﹤0.01%	230
2019 Q1	$15K	Hold	302	–	–	﹤0.01%	236
2018 Q4	$13K	Hold	302	–	–	﹤0.01%	237
2018 Q3	$18K	Sell	302 -100	-25%	-$5.96K	﹤0.01%	241
2018 Q2	$21K	Buy	402 +100	+33%	+$5.22K	﹤0.01%	232
2018 Q1	$18K	Hold	302	–	–	﹤0.01%	232
2017 Q4	$21K	Hold	302	–	–	﹤0.01%	225
2017 Q3	$19K	Hold	302	–	–	﹤0.01%	233
2017 Q2	$19K	Hold	302	–	–	﹤0.01%	235
2017 Q1	$19K	Buy	+302	New	+$19K	﹤0.01%	227