Dakota Wealth Management’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	$1.93M	Sell	21,367 -3,523	-14%	-$322K	0.04%	286
2025 Q4	$2.2M	Sell	24,890 -2,196	-8%	-$185K	0.04%	278
2025 Q3	$2.25M	Sell	27,086 -1,414	-5%	-$113K	0.05%	239
2025 Q2	$2.26M	Buy	28,500 +72	+0.3%	+$5.53K	0.05%	247
2025 Q1	$2.4M	Sell	28,428 -1,842	-6%	-$153K	0.06%	238
2024 Q4	$2.34M	Sell	30,270 -1,281	-4%	-$108K	0.05%	239
2024 Q3	$2.71M	Sell	31,551 -720	-2%	-$58.1K	0.06%	231
2024 Q2	$2.53M	Sell	32,271 -5	-0%	-$406	0.06%	233
2024 Q1	$2.79M	Buy	32,276 +5	+0%	+$401	0.07%	226
2023 Q4	$2.54M	Sell	32,271 -263	-0.8%	-$19K	0.1%	195
2023 Q3	$2.34M	Sell	32,534 -1,874	-5%	-$145K	0.1%	181
2023 Q2	$2.61M	Hold	34,408	–	–	0.12%	152
2023 Q1	$2.56M	Hold	34,408	–	–	0.17%	135
2022 Q4	$2.89M	Hold	34,408	–	–	0.21%	118
2022 Q3	$2.48M	Sell	34,408 -1,425	-4%	-$102K	0.2%	122
2022 Q2	$2.39M	Buy	35,833 +713	+2%	+$50.2K	0.22%	120
2022 Q1	$2.58M	Buy	+35,120	New	+$2.54M	0.21%	127