Chicago Partners Investment Group’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	$788K	Buy	8,084 +884	+12%	+$80.8K	0.02%	650
2025 Q4	$657K	Buy	7,200 +790	+12%	+$66.7K	0.02%	624
2025 Q3	$527K	Buy	6,410 +860	+15%	+$68.7K	0.01%	676
2025 Q2	$449K	Buy	5,550 +137	+3%	+$10.5K	0.01%	645
2025 Q1	$420K	Buy	+5,413	New	+$450K	0.01%	577
2018 Q4	–	Sell	-122	Closed	-$6K	–	742
2018 Q3	$6K	Sell	122 -223	-65%	-$12.4K	﹤0.01%	893
2018 Q2	$18K	Buy	345 +120	+53%	+$6.97K	﹤0.01%	684
2018 Q1	$14K	Hold	225	–	–	﹤0.01%	715
2017 Q4	$16K	Hold	225	–	–	﹤0.01%	664
2017 Q3	$14K	Sell	225 -400	-64%	-$25.7K	﹤0.01%	721
2017 Q2	$37K	Buy	+625	New	+$39.6K	0.01%	430