Bogart Wealth LLC’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	$28.3K	Sell	314 -1	-0.3%	-$91	﹤0.01%	629
2025 Q4	$27.8K	Buy	315 +12	+4%	+$1.01K	﹤0.01%	600
2025 Q3	$25.1K	Buy	303 +3	+1%	+$240	﹤0.01%	613
2025 Q2	$23.8K	Sell	300 -6	-2%	-$461	﹤0.01%	589
2025 Q1	$25.8K	Buy	306 +6	+2%	+$499	﹤0.01%	530
2024 Q4	$23.2K	Hold	300	–	–	﹤0.01%	555
2024 Q3	$25.8K	Hold	300	–	–	﹤0.01%	515
2024 Q2	$23.5K	Hold	300	–	–	﹤0.01%	510
2024 Q1	$25.9K	Sell	300 -8	-3%	-$642	﹤0.01%	471
2023 Q4	$24.2K	Buy	308 +8	+3%	+$579	﹤0.01%	475
2023 Q3	$21.6K	Hold	300	–	–	﹤0.01%	468
2023 Q2	$22.8K	Hold	300	–	–	﹤0.01%	443
2023 Q1	$22.3K	Hold	300	–	–	﹤0.01%	439
2022 Q4	$25.2K	Hold	300	–	–	﹤0.01%	393
2022 Q3	$22K	Hold	300	–	–	﹤0.01%	417
2022 Q2	$20K	Buy	+300	New	+$21.1K	﹤0.01%	419