Foster & Motley’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	$3.12M	Sell	34,673 -307	-0.9%	-$28.1K	0.16%	136
2025 Q4	$3.09M	Sell	34,980 -5,943	-15%	-$502K	0.16%	134
2025 Q3	$3.39M	Buy	40,923 +5,982	+17%	+$478K	0.18%	124
2025 Q2	$2.77M	Buy	34,941 +5,404	+18%	+$415K	0.16%	138
2025 Q1	$2.49M	Buy	29,537 +532	+2%	+$44.2K	0.16%	136
2024 Q4	$2.25M	Sell	29,005 -2,600	-8%	-$219K	0.15%	140
2024 Q3	$2.71M	Sell	31,605 -2,006	-6%	-$162K	0.17%	125
2024 Q2	$2.64M	Sell	33,611 -896	-3%	-$72.8K	0.18%	126
2024 Q1	$2.98M	Sell	34,507 -1,689	-5%	-$136K	0.21%	122
2023 Q4	$2.85M	Sell	36,196 -1,842	-5%	-$133K	0.21%	125
2023 Q3	$2.74M	Sell	38,038 -174	-0.5%	-$13.5K	0.22%	123
2023 Q2	$2.9M	Buy	38,212 +10,654	+39%	+$768K	0.22%	124
2023 Q1	$2.05M	Buy	27,558 +8,622	+46%	+$732K	0.17%	156
2022 Q4	$1.59M	Buy	18,936 +4,258	+29%	+$365K	0.14%	169
2022 Q3	$1.06M	Sell	14,678 -391	-3%	-$28.1K	0.1%	194
2022 Q2	$1.01M	Buy	15,069 +1,346	+10%	+$94.7K	0.09%	201
2022 Q1	$1.01M	Buy	13,723 +2,310	+20%	+$167K	0.08%	194
2021 Q4	$826K	Buy	11,413 +2,922	+34%	+$204K	0.06%	203
2021 Q3	$547K	Buy	8,491 +4,830	+132%	+$310K	0.05%	231
2021 Q2	$231K	Sell	3,661 -1,188	-24%	-$76K	0.02%	304
2021 Q1	$291K	Sell	4,849 -2,148	-31%	-$120K	0.02%	265
2020 Q4	$347K	Buy	+6,997	New	+$321K	0.03%	242
2018 Q4	–	Sell	-3,941	Closed	-$231K	–	243
2018 Q3	$231K	Buy	3,941 +100	+3%	+$5.57K	0.03%	223
2018 Q2	$203K	Sell	3,841 -133	-3%	-$7.73K	0.03%	234
2018 Q1	$242K	Sell	3,974 -40	-1%	-$2.63K	0.04%	208
2017 Q4	$283K	Hold	4,014	–	–	0.05%	196
2017 Q3	$258K	Hold	4,014	–	–	0.04%	189
2017 Q2	$257K	Buy	4,014 +340	+9%	+$21.6K	0.05%	181
2017 Q1	$232K	Buy	3,674 +47	+1%	+$2.87K	0.04%	171
2016 Q4	$210K	Buy	+3,627	New	+$203K	0.04%	174