Evoke Wealth’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	$200K	Sell	2,221 -102	-4%	-$9.32K	﹤0.01%	674
2025 Q4	$205K	Buy	+2,323	New	+$196K	﹤0.01%	629
2022 Q4	–	Sell	-28	Closed	-$2K	–	913
2022 Q3	$2K	Hold	28	–	–	﹤0.01%	1061
2022 Q2	$2K	Buy	28 +5	+22%	+$352	﹤0.01%	1066
2022 Q1	$2K	Hold	23	–	–	﹤0.01%	1060
2021 Q4	$2K	Hold	23	–	–	﹤0.01%	1063
2021 Q3	$1K	Hold	23	–	–	﹤0.01%	1098
2021 Q2	$1K	Sell	23 -100	-81%	-$6.39K	﹤0.01%	1138
2021 Q1	$7K	Buy	123 +100	+435%	+$5.57K	﹤0.01%	771
2020 Q4	$1K	Hold	23	–	–	﹤0.01%	989
2020 Q3	$1K	Sell	23 -33	-59%	-$1.41K	﹤0.01%	963
2020 Q2	$2K	Sell	56 -83	-60%	-$3.03K	﹤0.01%	891
2020 Q1	$4.35K	Sell	139 -121	-47%	-$5.72K	﹤0.01%	641
2019 Q4	$14.3K	Buy	260 +1	+0.4%	+$55	﹤0.01%	666
2019 Q3	$14.8K	Buy	+259	New	+$14.6K	﹤0.01%	735