CBIZ Investment Advisory 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	$556	Sell	7 -23	-77%	-$1.83K	﹤0.01%	632
2025 Q1	$2.53K	Buy	+30	New	+$2.53K	﹤0.01%	453