Gentry Private Wealth’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	$564K	Buy	7,099 +156	+2%	+$12.4K	0.43%	35
2025 Q1	$586K	Buy	+6,943	New	+$586K	0.48%	34
2024 Q4	–	Sell	-5,743	Closed	-$493K	–	66
2024 Q3	$493K	Sell	5,743 -71	-1%	-$6.1K	0.4%	40
2024 Q2	$456K	Buy	+5,814	New	+$456K	0.4%	38