Catalyst Capital Advisors’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
2025 Q4	–	Sell	-869	Closed	-$72K	–	439
2025 Q3	$72K	Buy	869 +416	+92%	+$33.3K	﹤0.01%	371
2025 Q2	$36K	Sell	453 -600	-57%	-$46.1K	﹤0.01%	414
2025 Q1	$88.8K	Buy	1,053 +327	+45%	+$27.2K	﹤0.01%	312
2024 Q4	$56.2K	Sell	726 -1,031	-59%	-$86.9K	﹤0.01%	370
2024 Q3	$151K	Buy	+1,757	New	+$142K	﹤0.01%	248
2018 Q1	–	Sell	-7,075	Closed	-$499K	–	582
2017 Q4	$499K	Sell	7,075 -3,100	-30%	-$214K	0.02%	192
2017 Q3	$654K	Sell	10,175 -14,800	-59%	-$952K	0.03%	194
2017 Q2	$1.6M	Sell	24,975 -5,405	-18%	-$343K	0.07%	147
2017 Q1	$1.92M	Sell	30,380 -2,580	-8%	-$157K	0.1%	138
2016 Q4	$1.91M	Sell	32,960 -11,070	-25%	-$620K	0.12%	127
2016 Q3	$2.27M	Buy	+44,030	New	+$2.06M	0.25%	104