Burkett Financial Services’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 Q2	$10.8K	Buy	135 +1	+0.7%	+$80	﹤0.01%	144
2025 Q1	$11.3K	Buy	134 +1	+0.8%	+$84	﹤0.01%	163
2024 Q4	$10.3K	Hold	133	–	–	﹤0.01%	142
2024 Q3	$11.4K	Buy	+133	New	+$11.4K	﹤0.01%	130