Eagle Bay Advisors’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
2025 Q1	–	Sell	-40	Closed	-$3.1K	–	724
2024 Q4	$3.1K	Sell	40 -38	-49%	-$3.2K	﹤0.01%	787
2024 Q3	$6.7K	Hold	78	–	–	﹤0.01%	893
2024 Q2	$6.12K	Hold	78	–	–	﹤0.01%	661
2024 Q1	$6.73K	Hold	78	–	–	﹤0.01%	656
2023 Q4	$6.14K	Sell	78 -40	-34%	-$2.9K	﹤0.01%	601
2023 Q3	$8.5K	Buy	118 +22	+23%	+$1.71K	﹤0.01%	619
2023 Q2	$7.28K	Hold	96	–	–	﹤0.01%	628
2023 Q1	$7.13K	Sell	96 -51	-35%	-$4.33K	﹤0.01%	629
2022 Q4	$12.3K	Buy	147 +23	+19%	+$1.97K	0.01%	588
2022 Q3	$9K	Hold	124	–	–	0.01%	612
2022 Q2	$8.28K	Buy	+124	New	+$8.72K	0.01%	671
2021 Q4	–	Sell	-250	Closed	-$17.4K	–	1228
2021 Q3	$16K	Buy	250 +163	+187%	+$10.5K	0.01%	658
2021 Q2	$6K	Buy	+87	New	+$5.56K	﹤0.01%	731