Ausdal Financial Partners’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	$823K	Buy	9,129 +97	+1%	+$8.87K	0.04%	442
2025 Q4	$797K	Buy	9,032 +305	+3%	+$25.7K	0.04%	414
2025 Q3	$724K	Sell	8,727 -894	-9%	-$71.5K	0.04%	442
2025 Q2	$764K	Sell	9,621 -54	-0.6%	-$4.14K	0.05%	315
2025 Q1	$816K	Sell	9,675 -78	-0.8%	-$6.49K	0.06%	278
2024 Q4	$755K	Sell	9,753 -126	-1%	-$10.6K	0.07%	252
2024 Q3	$849K	Sell	9,879 -205	-2%	-$16.6K	0.09%	217
2024 Q2	$791K	Sell	10,084 -9	-0.1%	-$731	0.08%	210
2024 Q1	$871K	Sell	10,093 -33	-0.3%	-$2.65K	0.1%	188
2023 Q4	$797K	Sell	10,126 -19	-0.2%	-$1.38K	0.1%	183
2023 Q3	$731K	Sell	10,145 -73	-0.7%	-$5.67K	0.1%	188
2023 Q2	$775K	Buy	10,218 +58	+0.6%	+$4.18K	0.11%	185
2023 Q1	$755K	Buy	10,160 +259	+3%	+$22K	0.1%	195
2022 Q4	$831K	Buy	9,901 +70	+0.7%	+$6K	0.12%	176
2022 Q3	$709K	Sell	9,831 -192	-2%	-$13.8K	0.11%	196
2022 Q2	$669K	Sell	10,023 -400	-4%	-$28.1K	0.1%	223
2022 Q1	$765K	Hold	10,423	–	–	0.1%	206
2021 Q4	$754K	Hold	10,423	–	–	0.1%	221
2021 Q3	$671K	Sell	10,423 -317	-3%	-$20.4K	0.1%	230
2021 Q2	$679K	Buy	10,740 +2	+0%	+$128	0.1%	222
2021 Q1	$644K	Buy	10,738 +3	+0%	+$167	0.11%	212
2020 Q4	$533K	Buy	10,735 +2,501	+30%	+$115K	0.1%	213
2020 Q3	$332K	Buy	8,234 +863	+12%	+$36.8K	0.08%	239
2020 Q2	$306K	Buy	7,371 +3	+0%	+$109	0.1%	201
2020 Q1	$219K	Buy	7,368 +4	+0.1%	+$189	0.08%	236
2019 Q4	$401K	Buy	7,364 +3	+0%	+$164	0.12%	209
2019 Q3	$421K	Buy	7,361 +2	+0%	+$113	0.15%	180
2019 Q2	$437K	Sell	7,359 -498	-6%	-$27.4K	0.17%	165
2019 Q1	$394K	Buy	7,857 +2	+0%	+$99	0.16%	160
2018 Q4	$347K	Buy	+7,855	New	+$387K	0.17%	150
2016 Q1	–	Sell	-100	Closed	-$4K	–	797
2015 Q4	$4K	Buy	+100	New	+$4.88K	﹤0.01%	1131