CoreFirst Bank & Trust’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	$13.5K	Hold	150	–	–	0.01%	258
2025 Q4	$13.2K	Hold	150	–	–	0.01%	269
2025 Q3	$12.4K	Hold	150	–	–	0.01%	289
2025 Q2	$11.9K	Buy	+150	New	+$11.5K	0.01%	296
2025 Q1	–	Sell	-150	Closed	-$11.6K	–	286
2024 Q4	$11.6K	Hold	150	–	–	0.01%	302
2024 Q3	$12.9K	Buy	+150	New	+$12.1K	0.01%	286
2024 Q2	–	Sell	-150	Closed	-$12.9K	–	297
2024 Q1	$12.9K	Hold	150	–	–	0.01%	295
2023 Q4	$11.8K	Sell	150 -47	-24%	-$3.4K	0.01%	300
2023 Q3	$14.2K	Hold	197	–	–	0.01%	310
2023 Q2	$14.9K	Hold	197	–	–	0.01%	294
2023 Q1	$14.6K	Hold	197	–	–	0.01%	295
2022 Q4	$16.5K	Hold	197	–	–	0.01%	304
2022 Q3	$14K	Buy	+197	New	+$14.2K	0.01%	306
2022 Q1	–	Sell	-655	Closed	-$47K	–	415
2021 Q4	$47K	Hold	655	–	–	0.03%	260
2021 Q3	$42K	Hold	655	–	–	0.03%	272
2021 Q2	$41K	Hold	655	–	–	0.03%	281
2021 Q1	$39K	Sell	655 -212	-24%	-$11.8K	0.03%	276
2020 Q4	$43K	Buy	+867	New	+$39.7K	0.03%	244