Goldstein 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	-2,637	Closed	-$222K	–	220
2025 Q1	$222K	Buy	+2,637	New	+$222K	0.03%	168