Continuum Advisory’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
2025 Q2	–	Sell	-1,827	Closed	-$154K	–	1235
2025 Q1	$154K	Sell	1,827 -180	-9%	-$15K	0.02%	439
2024 Q4	$155K	Buy	2,007 +4	+0.2%	+$337	0.02%	435
2024 Q3	$173K	Sell	2,003 -109	-5%	-$8.8K	0.02%	422
2024 Q2	$166K	Sell	2,112 -170	-7%	-$13.8K	0.02%	398
2024 Q1	$191K	Sell	2,282 -1,441	-39%	-$116K	0.03%	379
2023 Q4	$293K	Sell	3,723 -2,525	-40%	-$183K	0.04%	375
2023 Q3	$450K	Sell	6,248 -19	-0.3%	-$1.48K	0.07%	289
2023 Q2	$475K	Sell	6,267 -62	-1%	-$4.47K	0.08%	290
2023 Q1	$470K	Buy	6,329 +2,013	+47%	+$171K	0.08%	269
2022 Q4	$362K	Buy	4,316 +108	+3%	+$9.27K	0.07%	313
2022 Q3	$304K	Sell	4,208 -374	-8%	-$26.9K	0.05%	319
2022 Q2	$306K	Sell	4,582 -439	-9%	-$30.9K	0.06%	330
2022 Q1	$342K	Buy	+5,021	New	+$363K	0.06%	294