Focus Financial Network’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	$364K	Buy	4,584 +1,322	+41%	+$105K	0.01%	518
2025 Q1	$275K	Buy	+3,262	New	+$275K	0.01%	575
2022 Q1	–	Sell	-3,539	Closed	-$256K	–	592
2021 Q4	$256K	Buy	+3,539	New	+$256K	0.04%	307