Elevated Capital Advisors’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	$791K	Hold	9,372	–	–	0.22%	136
2025 Q1	$791K	Buy	9,372 +395	+4%	+$33.3K	0.22%	136
2024 Q4	$695K	Sell	8,977 -39	-0.4%	-$3.02K	0.19%	152
2024 Q3	$774K	Sell	9,016 -169	-2%	-$14.5K	0.21%	153
2024 Q2	$721K	Buy	+9,185	New	+$721K	0.2%	137