DT Investment Partners’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	$1.44K	Sell	16 -194	-92%	-$17.7K	﹤0.01%	497
2025 Q4	$18.5K	Hold	210	–	–	﹤0.01%	345
2025 Q3	$17.4K	Hold	210	–	–	﹤0.01%	349
2025 Q2	$16.7K	Hold	210	–	–	﹤0.01%	344
2025 Q1	$17.7K	Hold	210	–	–	﹤0.01%	335
2024 Q4	$16.3K	Hold	210	–	–	﹤0.01%	349
2024 Q3	$18K	Buy	+210	New	+$17K	﹤0.01%	368
2020 Q2	–	Sell	-15,596	Closed	-$489K	–	122
2020 Q1	$489K	Sell	15,596 -79,208	-84%	-$3.75M	0.08%	88
2019 Q4	$5.21M	Buy	94,804 +6,486	+7%	+$355K	0.48%	44
2019 Q3	$5.05M	Buy	88,318 +5,558	+7%	+$313K	0.65%	25
2019 Q2	$4.79M	Buy	82,760 +7,779	+10%	+$429K	0.67%	20
2019 Q1	$3.76M	Buy	74,981 +15,781	+27%	+$782K	0.53%	35
2018 Q4	$2.62M	Sell	59,200 -8,652	-13%	-$426K	0.42%	48
2018 Q3	$3.98M	Buy	67,852 +6,860	+11%	+$382K	0.57%	32
2018 Q2	$3.23M	Buy	60,992 +8,702	+17%	+$506K	0.5%	38
2018 Q1	$3.19M	Buy	52,290 +3,766	+8%	+$248K	0.49%	32
2017 Q4	$3.42M	Buy	48,524 +3,828	+9%	+$264K	0.54%	23
2017 Q3	$2.88M	Buy	44,696 +14,622	+49%	+$941K	0.48%	24
2017 Q2	$1.93M	Buy	30,074 +2,832	+10%	+$180K	0.37%	20
2017 Q1	$1.72M	Buy	27,242 +2,544	+10%	+$155K	0.39%	18
2016 Q4	$1.43M	Hold	24,698	–	–	0.36%	18
2016 Q3	$1.27M	Buy	24,698 +1,090	+5%	+$51K	0.33%	20
2016 Q2	$971K	Buy	23,608 +4,347	+23%	+$183K	0.26%	33
2016 Q1	$760K	Buy	+19,261	New	+$741K	0.22%	38