Daymark Wealth Partners’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$258K	Buy	3,251 +85	+3%	+$6.75K	0.01%	476
2025 Q1	$267K	Buy	3,166 +28	+0.9%	+$2.36K	0.01%	437
2024 Q4	$243K	Buy	3,138 +29	+0.9%	+$2.25K	0.01%	451
2024 Q3	$267K	Buy	3,109 +26	+0.8%	+$2.23K	0.01%	449
2024 Q2	$242K	Buy	+3,083	New	+$242K	0.01%	448