Frank Rimerman Advisors’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	–	Sell	-9,617	Closed	-$811K	–	600
2025 Q1	$811K	Buy	9,617 +928	+11%	+$78.3K	0.06%	226
2024 Q4	$673K	Sell	8,689 -262	-3%	-$20.3K	0.05%	255
2024 Q3	$769K	Buy	+8,951	New	+$769K	0.05%	259