Clean Yield 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	$43.6K	Hold	484	–	–	0.01%	234
2025 Q4	$42.7K	Sell	484 -75	-13%	-$6.33K	0.01%	243
2025 Q3	$46.3K	Hold	559	–	–	0.01%	236
2025 Q2	$44.4K	Hold	559	–	–	0.01%	231
2025 Q1	$47.2K	Hold	559	–	–	0.02%	232
2024 Q4	$43.3K	Hold	559	–	–	0.01%	239
2024 Q3	$48K	Hold	559	–	–	0.02%	232
2024 Q2	$43.9K	Hold	559	–	–	0.02%	238
2024 Q1	$48.2K	Sell	559 -100	-15%	-$8.03K	0.02%	239
2023 Q4	$51.8K	Hold	659	–	–	0.02%	232
2023 Q3	$46.6K	Hold	659	–	–	0.02%	233
2023 Q2	$50K	Hold	659	–	–	0.02%	237
2023 Q1	$49K	Hold	659	–	–	0.02%	238
2022 Q4	$55.3K	Hold	659	–	–	0.02%	225
2022 Q3	$48K	Hold	659	–	–	0.02%	223
2022 Q2	$44K	Hold	659	–	–	0.02%	241
2022 Q1	$48K	Hold	659	–	–	0.02%	259
2021 Q4	$48K	Hold	659	–	–	0.02%	266
2021 Q3	$42K	Hold	659	–	–	0.01%	272
2021 Q2	$42K	Buy	+659	New	+$42.1K	0.02%	266
2021 Q1	–	Sell	-659	Closed	-$33K	–	313
2020 Q4	$33K	Hold	659	–	–	0.01%	275
2020 Q3	$27K	Buy	659 +525	+392%	+$22.4K	0.01%	257
2020 Q2	$6K	Buy	+134	New	+$4.89K	﹤0.01%	316