Bell Investment 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	$31.4K	Buy	348 +5	+1%	+$457	﹤0.01%	340
2025 Q4	$30.3K	Buy	343 +15	+5%	+$1.27K	﹤0.01%	340
2025 Q3	$27.2K	Sell	328 -30	-8%	-$2.4K	﹤0.01%	342
2025 Q2	$28.4K	Hold	358	–	–	﹤0.01%	336
2025 Q1	$30.2K	Hold	358	–	–	0.01%	296
2024 Q4	$27.7K	Sell	358 -84	-19%	-$7.08K	0.01%	313
2024 Q3	$38K	Sell	442 -7	-2%	-$565	0.01%	268
2024 Q2	$35.2K	Hold	449	–	–	0.01%	271
2024 Q1	$38.8K	Hold	449	–	–	0.01%	250
2023 Q4	$35.3K	Buy	449 +7	+2%	+$507	0.01%	237
2023 Q3	$31.9K	Buy	442 +24	+6%	+$1.86K	0.01%	233
2023 Q2	$31.7K	Buy	418 +9	+2%	+$649	0.01%	225
2023 Q1	$30.4K	Sell	409 -13	-3%	-$1.1K	0.01%	230
2022 Q4	$35.4K	Buy	422 +12	+3%	+$1.03K	0.01%	212
2022 Q3	$30K	Buy	410 +5	+1%	+$359	0.01%	194
2022 Q2	$27K	Buy	+405	New	+$28.5K	0.01%	218
2021 Q4	$33K	Buy	454 +7	+2%	+$488	0.01%	209
2021 Q3	$29K	Buy	+447	New	+$28.7K	0.01%	220