Buckingham Strategic Wealth’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
2024 Q2	$427K	Sell	5,440 -118	-2%	-$9.58K	﹤0.01%	505
2024 Q1	$480K	Buy	5,558 +648	+13%	+$52K	0.01%	468
2023 Q4	$386K	Sell	4,910 -979	-17%	-$70.9K	﹤0.01%	505
2023 Q3	$424K	Buy	5,889 +451	+8%	+$35K	0.01%	456
2023 Q2	$412K	Sell	5,438 -211	-4%	-$15.2K	0.01%	468
2023 Q1	$474K	Hold	5,649	–	–	0.01%	389
2022 Q4	$474K	Sell	5,649 -240	-4%	-$20.6K	0.01%	391
2022 Q3	$425K	Buy	5,889 +60	+1%	+$4.31K	0.01%	398
2022 Q2	$389K	Sell	5,829 -389	-6%	-$27.4K	0.01%	421
2022 Q1	$456K	Buy	6,218 +609	+11%	+$44.1K	0.01%	384
2021 Q4	$406K	Buy	5,609 +347	+7%	+$24.2K	0.01%	407
2021 Q3	$339K	Buy	5,262 +1,377	+35%	+$88.4K	0.01%	439
2021 Q2	$245K	Buy	+3,885	New	+$248K	0.01%	509