Gladstone Institutional Advisory’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	$212K	Sell	2,666 -3	-0.1%	-$238	0.01%	699
2025 Q1	$225K	Buy	+2,669	New	+$225K	0.01%	661
2023 Q1	–	Sell	-10,928	Closed	-$917K	–	701
2022 Q4	$917K	Buy	+10,928	New	+$917K	0.06%	291