EverSource Wealth 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
2026 Q1	$282K	Buy	3,130 +406	+15%	+$37.1K	0.01%	870
2025 Q4	$240K	Buy	2,724 +295	+12%	+$24.9K	0.01%	864
2025 Q3	$201K	Buy	2,429 +151	+7%	+$12.1K	0.01%	902
2025 Q2	$181K	Buy	2,278 +1,117	+96%	+$85.7K	0.01%	902
2025 Q1	$98K	Buy	1,161 +443	+62%	+$36.8K	0.01%	923
2024 Q4	$55.6K	Buy	718 +29	+4%	+$2.44K	﹤0.01%	1147
2024 Q3	$59.2K	Sell	689 -241	-26%	-$19.5K	﹤0.01%	996
2024 Q2	$75.8K	Buy	930 +143	+18%	+$11.6K	0.01%	910
2024 Q1	$62.3K	Buy	787 +85	+12%	+$6.82K	﹤0.01%	885
2023 Q4	$55.2K	Buy	702 +49	+8%	+$3.55K	0.01%	860
2023 Q3	$47.1K	Buy	653 +25	+4%	+$1.94K	0.01%	836
2023 Q2	$47.6K	Hold	628	–	–	0.01%	856
2023 Q1	$46.7K	Buy	628 +54	+9%	+$4.58K	0.01%	813
2022 Q4	$48.2K	Hold	574	–	–	0.01%	777
2022 Q3	$42K	Buy	574 +14	+3%	+$1.01K	0.01%	678
2022 Q2	$37K	Sell	560 -34	-6%	-$2.39K	0.01%	685
2022 Q1	$44K	Buy	594 +34	+6%	+$2.46K	0.01%	491
2021 Q4	$41K	Buy	+560	New	+$39.1K	0.01%	463