Blue Trust Inc’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	$83K	Buy	921 +119	+15%	+$10.9K	﹤0.01%	1111
2025 Q4	$70.7K	Sell	802 -184	-19%	-$15.5K	﹤0.01%	1218
2025 Q3	$81.8K	Buy	986 +21	+2%	+$1.68K	﹤0.01%	1164
2025 Q2	$76.7K	Sell	965 -38	-4%	-$2.92K	﹤0.01%	1166
2025 Q1	$84.6K	Buy	1,003 +451	+82%	+$37.5K	﹤0.01%	1072
2024 Q4	$42.7K	Sell	552 -2,196	-80%	-$185K	﹤0.01%	1406
2024 Q3	$216K	Buy	2,748 +1,194	+77%	+$96.4K	﹤0.01%	821
2024 Q2	$134K	Buy	1,554 +1,060	+215%	+$86.1K	﹤0.01%	850
2024 Q1	$42.6K	Sell	494 -586	-54%	-$47K	﹤0.01%	962
2023 Q4	$78K	Buy	1,080 +367	+51%	+$26.6K	﹤0.01%	788
2023 Q3	$54K	Buy	713 +150	+27%	+$11.6K	﹤0.01%	823
2023 Q2	$42K	Sell	563 -156	-22%	-$11.2K	﹤0.01%	757
2023 Q1	$60K	Sell	719 -775	-52%	-$65.8K	﹤0.01%	960
2022 Q4	$108K	Buy	1,494 +362	+32%	+$31.1K	﹤0.01%	637
2022 Q3	$76K	Buy	1,132 +865	+324%	+$62.1K	﹤0.01%	623
2022 Q2	$20K	Buy	+267	New	+$18.8K	﹤0.01%	957