Checchi Capital Advisers’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
2026 Q1	$327K	Buy	3,631 +360	+11%	+$32.9K	0.02%	454
2025 Q4	$289K	Buy	3,271 +197	+6%	+$16.6K	0.02%	444
2025 Q3	$255K	Sell	3,074 -263	-8%	-$21K	0.02%	482
2025 Q2	$265K	Sell	3,337 -155	-4%	-$11.9K	0.02%	481
2025 Q1	$295K	Buy	3,492 +475	+16%	+$39.5K	0.02%	463
2024 Q4	$234K	Buy	3,017 +24	+0.8%	+$2.02K	0.02%	507
2024 Q3	$257K	Buy	2,993 +158	+6%	+$12.8K	0.02%	483
2024 Q2	$222K	Hold	2,835	–	–	0.02%	508
2024 Q1	$245K	Buy	2,835 +39	+1%	+$3.13K	0.02%	496
2023 Q4	$220K	Sell	2,796 -107	-4%	-$7.75K	0.02%	507
2023 Q3	$209K	Buy	2,903 +252	+10%	+$19.6K	0.02%	498
2023 Q2	$201K	Buy	+2,651	New	+$191K	0.02%	546
2023 Q1	–	Sell	-2,934	Closed	-$246K	–	580
2022 Q4	$246K	Sell	2,934 -247	-8%	-$21.2K	0.03%	463
2022 Q3	$230K	Hold	3,181	–	–	0.03%	465
2022 Q2	$213K	Buy	3,181 +199	+7%	+$14K	0.02%	535
2022 Q1	$219K	Buy	+2,982	New	+$216K	0.02%	499
2016 Q3	–	Sell	-5,943	Closed	-$244K	–	978
2016 Q2	$244K	Sell	5,943 -420	-7%	-$17.7K	0.06%	287
2016 Q1	$251K	Buy	6,363 +243	+4%	+$9.35K	0.07%	276
2015 Q4	$275K	Sell	6,120 -390	-6%	-$19K	0.09%	259
2015 Q3	$308K	Sell	6,510 -2	-0%	-$104	0.1%	209
2015 Q2	$334K	Sell	6,512 -224	-3%	-$11.6K	0.11%	209
2015 Q1	$346K	Buy	6,736 +753	+13%	+$37.8K	0.12%	197
2014 Q4	$311K	Buy	5,983 +486	+9%	+$25.2K	0.12%	192
2014 Q3	$288K	Buy	5,497 +285	+5%	+$14.9K	0.12%	184
2014 Q2	$263K	Sell	5,212 -65	-1%	-$3.06K	0.12%	168
2014 Q1	$243K	Buy	5,277 +818	+18%	+$37.4K	0.15%	136
2013 Q4	$220K	Buy	+4,459	New	+$212K	0.17%	126