Forum Financial Management’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	–	Sell	-7,546	Closed	-$666K	–	799
2025 Q4	$666K	Buy	7,546 +11	+0.1%	+$928	0.01%	365
2025 Q3	$625K	Buy	7,535 +602	+9%	+$48.1K	0.01%	373
2025 Q2	$551K	Buy	6,933 +486	+8%	+$37.3K	0.01%	377
2025 Q1	$544K	Buy	6,447 +2	+0%	+$166	0.01%	339
2024 Q4	$499K	Hold	6,445	–	–	0.01%	380
2024 Q3	$554K	Buy	6,445 +12	+0.2%	+$969	0.01%	303
2024 Q2	$505K	Sell	6,433 -446	-6%	-$36.2K	0.01%	301
2024 Q1	$594K	Buy	6,879 +450	+7%	+$36.1K	0.01%	275
2023 Q4	$506K	Sell	6,429 -450	-7%	-$32.6K	0.01%	288
2023 Q3	$496K	Hold	6,879	–	–	0.01%	286
2023 Q2	$522K	Sell	6,879 -2	-0%	-$144	0.01%	283
2023 Q1	$511K	Buy	6,881 +2	+0%	+$170	0.01%	261
2022 Q4	$577K	Hold	6,879	–	–	0.02%	223
2022 Q3	$496K	Hold	6,879	–	–	0.02%	221
2022 Q2	$459K	Buy	6,879 +192	+3%	+$13.5K	0.02%	249
2022 Q1	$490K	Sell	6,687 -202	-3%	-$14.6K	0.02%	244
2021 Q4	$498K	Buy	+6,889	New	+$481K	0.03%	251