Beacon Pointe Advisors’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	$338K	Buy	3,756 +1,363	+57%	+$125K	﹤0.01%	1481
2025 Q4	$211K	Buy	+2,393	New	+$202K	﹤0.01%	1409
2024 Q4	–	Sell	-3,572	Closed	-$307K	–	1262
2024 Q3	$307K	Sell	3,572 -833	-19%	-$67.3K	﹤0.01%	1014
2024 Q2	$346K	Sell	4,405 -62	-1%	-$5.04K	﹤0.01%	1011
2024 Q1	$386K	Sell	4,467 -84	-2%	-$6.74K	﹤0.01%	1011
2023 Q4	$358K	Sell	4,551 -376	-8%	-$27.2K	﹤0.01%	1016
2023 Q3	$355K	Sell	4,927 -669	-12%	-$51.9K	﹤0.01%	993
2023 Q2	$424K	Sell	5,596 -12	-0.2%	-$865	0.01%	769
2023 Q1	$417K	Sell	5,608 -535	-9%	-$45.4K	0.01%	818
2022 Q4	$515K	Buy	6,143 +101	+2%	+$8.66K	0.01%	672
2022 Q3	$435K	Buy	6,042 +286	+5%	+$20.5K	0.01%	683
2022 Q2	$387K	Sell	5,756 -716	-11%	-$50.4K	0.01%	737
2022 Q1	$475K	Buy	6,472 +2,735	+73%	+$198K	0.01%	818
2021 Q4	$270K	Sell	3,737 -811	-18%	-$56.6K	0.01%	775
2021 Q3	$293K	Buy	4,548 +600	+15%	+$38.5K	0.01%	717
2021 Q2	$249K	Buy	+3,948	New	+$252K	0.01%	720