FORA Capital’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 Q4	–	Sell	-2,529	Closed	-$210K	–	602
2025 Q3	$210K	Sell	2,529 -45	-2%	-$3.6K	0.04%	435
2025 Q2	$204K	Buy	+2,574	New	+$198K	0.02%	453
2024 Q4	–	Sell	-13,242	Closed	-$1.14M	–	546
2024 Q3	$1.14M	Buy	+13,242	New	+$1.07M	0.13%	199
2024 Q2	–	Sell	-32,570	Closed	-$2.81M	–	508
2024 Q1	$2.81M	Buy	32,570 +917	+3%	+$73.6K	0.23%	125
2023 Q4	$2.49M	Buy	+31,653	New	+$2.29M	0.21%	131
2023 Q1	–	Sell	-8,858	Closed	-$743K	–	653
2022 Q4	$743K	Buy	+8,858	New	+$760K	0.12%	207
2022 Q1	–	Sell	-3,550	Closed	-$257K	–	608
2021 Q4	$257K	Buy	+3,550	New	+$248K	0.1%	254
2021 Q2	–	Sell	-2,343	Closed	-$140K	–	1082
2021 Q1	$140K	Buy	2,343 +1,102	+89%	+$61.4K	0.05%	348
2020 Q4	$62K	Sell	1,241 -649	-34%	-$29.7K	0.01%	747
2020 Q3	$76K	Buy	+1,890	New	+$80.6K	0.05%	355