CVA Family Office’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	$114K	Buy	1,269 +141	+13%	+$12.9K	0.01%	428
2025 Q4	$99.5K	Buy	1,128 +6	+0.5%	+$506	0.01%	420
2025 Q3	$93K	Hold	1,122	–	–	0.01%	431
2025 Q2	$89.1K	Buy	1,122 +89	+9%	+$6.83K	0.01%	421
2025 Q1	$87.2K	Buy	1,033 +19	+2%	+$1.58K	0.01%	421
2024 Q4	$78.5K	Buy	1,014 +22	+2%	+$1.85K	0.01%	435
2024 Q3	$85.2K	Buy	992 +61	+7%	+$4.93K	0.01%	408
2024 Q2	$73K	Buy	931 +6	+0.6%	+$487	0.01%	422
2024 Q1	$79.8K	Hold	925	–	–	0.01%	402
2023 Q4	$72.8K	Buy	+925	New	+$67K	0.01%	395
2023 Q3	–	Sell	-750	Closed	-$56.9K	–	744
2023 Q2	$56.9K	Buy	750 +25	+3%	+$1.8K	0.01%	421
2023 Q1	$53.9K	Buy	725 +5	+0.7%	+$424	0.01%	428
2022 Q4	$60.4K	Buy	720 +40	+6%	+$3.43K	0.01%	377
2022 Q3	$49K	Buy	680 +80	+13%	+$5.75K	0.01%	370
2022 Q2	$40K	Sell	600 -150	-20%	-$10.6K	0.01%	412
2022 Q1	$55K	Buy	750 +170	+29%	+$12.3K	0.01%	379
2021 Q4	$42K	Buy	+580	New	+$40.5K	0.01%	386
2021 Q3	–	Sell	-685	Closed	-$43K	–	738
2021 Q2	$43K	Buy	685 +265	+63%	+$16.9K	0.01%	386
2021 Q1	$25K	Buy	+420	New	+$23.4K	0.01%	368