Global Financial Private Client’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
2025 Q2	–	Sell	-530	Closed	-$44.7K	–	1210
2025 Q1	$44.7K	Buy	530 +21	+4%	+$1.75K	0.02%	340
2024 Q4	$39.4K	Buy	509 +9	+2%	+$758	0.01%	347
2024 Q3	$43K	Hold	500	–	–	0.02%	332
2024 Q2	$39.2K	Hold	500	–	–	0.02%	325
2024 Q1	$43K	Hold	500	–	–	0.02%	319
2023 Q4	$39.3K	Hold	500	–	–	0.02%	317
2023 Q3	$35.1K	Hold	500	–	–	0.02%	321
2023 Q2	$38.3K	Hold	500	–	–	0.02%	314
2023 Q1	$36.8K	Hold	500	–	–	0.02%	309
2022 Q4	$42K	Hold	500	–	–	0.02%	290
2022 Q3	$37.8K	Hold	500	–	–	0.02%	295
2022 Q2	$33.9K	Hold	500	–	–	0.02%	300
2022 Q1	$36.9K	Buy	+500	New	+$36.2K	0.02%	294