Capital A Wealth Management’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	$506	Buy	6 +3	+100%	+$253	﹤0.01%	628
2024 Q4	$232	Buy	+3	New	+$232	﹤0.01%	721