Callan Family Office’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	$375K	Buy	+4,718	New	+$375K	0.01%	696
2025 Q1	–	Sell	-3,520	Closed	-$272K	–	629
2024 Q4	$272K	Buy	+3,520	New	+$272K	0.02%	503