BOK Financial Private Wealth’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-10	Closed	-$775	–	625
2024 Q4	$775	Buy	+10	New	+$775	﹤0.01%	530