Glassy Mountain Advisors’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	$270K	Hold	3,000	–	–	0.08%	55
2025 Q4	$265K	Hold	3,000	–	–	0.08%	57
2025 Q3	$249K	Hold	3,000	–	–	0.07%	61
2025 Q2	$238K	Hold	3,000	–	–	0.08%	58
2025 Q1	$253K	Hold	3,000	–	–	0.09%	56
2024 Q4	$232K	Hold	3,000	–	–	0.08%	54
2024 Q3	$258K	Hold	3,000	–	–	0.09%	57
2024 Q2	$235K	Hold	3,000	–	–	0.09%	54
2024 Q1	$259K	Hold	3,000	–	–	0.1%	50
2023 Q4	$236K	Hold	3,000	–	–	0.1%	51
2023 Q3	$211K	Hold	3,000	–	–	0.1%	53
2023 Q2	$228K	Buy	+3,000	New	+$216K	0.1%	57
2023 Q1	–	Sell	-3,000	Closed	-$252K	–	171
2022 Q4	$252K	Buy	+3,000	New	+$257K	0.14%	56
2022 Q2	$200K	Hold	3,000	–	–	0.12%	66
2022 Q1	$220K	Buy	+3,000	New	+$217K	0.11%	67