Clarius Group LLC’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
2024 Q2	–	Sell	-2,613	Closed	-$226K	–	486
2024 Q1	$226K	Sell	2,613 -320	-11%	-$25.7K	0.02%	420
2023 Q4	$231K	Sell	2,933 -603	-17%	-$43.7K	0.02%	422
2023 Q3	$255K	Sell	3,536 -672	-16%	-$52.2K	0.02%	377
2023 Q2	$319K	Buy	4,208 +574	+16%	+$41.4K	0.02%	371
2023 Q1	$270K	Sell	3,634 -28	-0.8%	-$2.38K	0.02%	412
2022 Q4	$307K	Sell	3,662 -68	-2%	-$5.83K	0.03%	373
2022 Q3	$269K	Sell	3,730 -294	-7%	-$21.1K	0.03%	378
2022 Q2	$269K	Sell	4,024 -16	-0.4%	-$1.13K	0.03%	366
2022 Q1	$292K	Hold	4,040	–	–	0.02%	367
2021 Q4	$292K	Buy	4,040 +242	+6%	+$16.9K	0.02%	367
2021 Q3	$245K	Buy	3,798 +432	+13%	+$27.7K	0.02%	364
2021 Q2	$213K	Buy	3,366 +4	+0.1%	+$256	0.02%	391
2021 Q1	$202K	Buy	+3,362	New	+$187K	0.02%	365