Cornerstone Planning 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	$16.1K	Buy	161 +46	+40%	+$4.21K	﹤0.01%	738
2025 Q4	$10.8K	Sell	115 -13	-10%	-$1.1K	﹤0.01%	781
2025 Q3	$876	Sell	128 -1	-0.8%	-$80	﹤0.01%	1349
2025 Q2	$9.82K	Buy	129 +5	+4%	+$384	﹤0.01%	562
2025 Q1	$9.18K	Buy	124 +11	+10%	+$915	﹤0.01%	597
2024 Q4	$9.34K	Hold	113	–	–	﹤0.01%	441
2024 Q3	$9.51K	Buy	113 +8	+8%	+$646	﹤0.01%	425
2024 Q2	$7.66K	Sell	105 -16	-13%	-$1.3K	﹤0.01%	492
2024 Q1	$9.83K	Buy	121 +21	+21%	+$1.69K	﹤0.01%	412
2023 Q4	$7.87K	Hold	100	–	–	﹤0.01%	472
2023 Q3	$7.21K	Hold	100	–	–	﹤0.01%	481
2023 Q2	$7.58K	Buy	+100	New	+$7.21K	﹤0.01%	763
2022 Q4	$8.69K	Buy	+100	New	+$8.58K	﹤0.01%	686