Deseret Mutual Benefit Administrators’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	$97.2K	Buy	1,079 +502	+87%	+$45.9K	0.03%	296
2025 Q4	$50.9K	Hold	577	–	–	0.02%	312
2025 Q3	$47.8K	Hold	577	–	–	0.02%	319
2025 Q2	$45.8K	Hold	577	–	–	0.02%	313
2025 Q1	$48.7K	Sell	577 -501	-46%	-$41.7K	0.02%	297
2024 Q4	$83.4K	Hold	1,078	–	–	0.04%	232
2024 Q3	$92.6K	Sell	1,078 -7	-0.6%	-$565	0.05%	224
2024 Q2	$85.1K	Hold	1,085	–	–	0.04%	224
2024 Q1	$93.6K	Buy	1,085 +606	+127%	+$48.6K	0.05%	213
2023 Q4	$37.7K	Sell	479 -142	-23%	-$10.3K	0.02%	311
2023 Q3	$44.8K	Sell	621 -129	-17%	-$10K	0.02%	312
2023 Q2	$56.9K	Hold	750	–	–	0.02%	294
2023 Q1	$55.7K	Hold	750	–	–	0.02%	287
2022 Q4	$62.9K	Sell	750 -708	-49%	-$60.7K	0.03%	267
2022 Q3	$105K	Sell	1,458 -381	-21%	-$27.4K	0.03%	278
2022 Q2	$123K	Hold	1,839	–	–	0.03%	292
2022 Q1	$135K	Sell	1,839 -375	-17%	-$27.1K	0.03%	300
2021 Q4	$160K	Hold	2,214	–	–	0.03%	301
2021 Q3	$143K	Sell	2,214 -883	-29%	-$56.7K	0.03%	307
2021 Q2	$196K	Buy	+3,097	New	+$198K	0.05%	204