Avantax Planning 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	$3.21M	Buy	35,622 +233	+0.7%	+$21.3K	0.09%	115
2025 Q4	$3.12M	Sell	35,389 -609	-2%	-$51.4K	0.09%	113
2025 Q3	$2.98M	Hold	35,998	–	–	0.09%	110
2025 Q2	$2.86M	Hold	35,998	–	–	0.09%	114
2025 Q1	$3.04M	Sell	35,998 -112	-0.3%	-$9.31K	0.11%	109
2024 Q4	$2.8M	Buy	36,110 +1,523	+4%	+$128K	0.1%	110
2024 Q3	$2.97M	Buy	34,587 +1	+0%	+$81	0.11%	106
2024 Q2	$2.71M	Buy	34,586 +2	+0%	+$162	0.09%	126
2024 Q1	$2.98M	Buy	34,584 +503	+1%	+$40.4K	0.1%	121
2023 Q4	$2.68M	Sell	34,081 -795	-2%	-$57.6K	0.1%	97
2023 Q3	$2.51M	Buy	34,876 +830	+2%	+$64.4K	0.11%	96
2023 Q2	$2.58M	Hold	34,046	–	–	0.1%	93
2023 Q1	$2.53M	Buy	34,046 +159	+0.5%	+$13.5K	0.1%	91
2022 Q4	$2.84M	Sell	33,887 -716	-2%	-$61.4K	0.11%	86
2022 Q3	$2.5M	Sell	34,603 -1,920	-5%	-$138K	0.11%	89
2022 Q2	$2.44M	Sell	36,523 -31	-0.1%	-$2.18K	0.1%	90
2022 Q1	$2.68M	Sell	36,554 -766	-2%	-$55.5K	0.11%	86
2021 Q4	$2.7M	Sell	37,320 -259	-0.7%	-$18.1K	0.11%	81
2021 Q3	$2.42M	Buy	37,579 +1,901	+5%	+$122K	0.11%	76
2021 Q2	$2.25M	Sell	35,678 -1,236	-3%	-$79K	0.11%	81
2021 Q1	$2.21M	Buy	+36,914	New	+$2.06M	0.11%	76
2019 Q4	–	Sell	-8,147	Closed	-$466K	–	317
2019 Q3	$466K	Sell	8,147 -204	-2%	-$11.5K	0.03%	175
2019 Q2	$486K	Buy	8,351 +115	+1%	+$6.34K	0.03%	174
2019 Q1	$413K	Buy	+8,236	New	+$408K	0.03%	188
2018 Q4	–	Sell	-2,594	Closed	-$152K	–	942
2018 Q3	$152K	Buy	+2,594	New	+$145K	0.01%	273
2018 Q2	–	Sell	-2,285	Closed	-$139K	–	1124
2018 Q1	$139K	Buy	+2,285	New	+$150K	0.01%	347
2017 Q4	–	Sell	-3,519	Closed	-$226K	–	345
2017 Q3	$226K	Buy	+3,519	New	+$226K	0.02%	339