Beacon Capital Management LLC (Tennessee)’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
2025 Q3	–	Sell	-265	Closed	-$21.1K	–	764
2025 Q2	$21.1K	Buy	265 +1	+0.4%	+$77	﹤0.01%	495
2025 Q1	$22.3K	Buy	264 +3	+1%	+$250	﹤0.01%	459
2024 Q4	$20.2K	Sell	261 -56	-18%	-$4.72K	﹤0.01%	472
2024 Q3	$27.2K	Buy	317 +100	+46%	+$8.08K	﹤0.01%	427
2024 Q2	$17K	Buy	217 +58	+36%	+$4.71K	﹤0.01%	472
2024 Q1	$13.7K	Hold	159	–	–	﹤0.01%	522
2023 Q4	$11.5K	Hold	159	–	–	﹤0.01%	490
2023 Q3	$12.1K	Hold	159	–	–	﹤0.01%	510
2023 Q2	$12.1K	Hold	159	–	–	﹤0.01%	510
2023 Q1	$11.8K	Hold	159	–	–	﹤0.01%	463
2022 Q4	$13.3K	Buy	159 +37	+30%	+$3.17K	﹤0.01%	446
2022 Q3	$8K	Buy	+122	New	+$8.76K	﹤0.01%	520