GPS Wealth Strategies Group’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 Q4	$35.6K	Sell	404 -46	-10%	-$3.88K	0.03%	250
2025 Q3	$37.3K	Hold	450	–	–	﹤0.01%	745
2025 Q2	$35.7K	Buy	450 +6	+1%	+$461	﹤0.01%	715
2025 Q1	$37.5K	Hold	444	–	–	0.01%	685
2024 Q4	$34.4K	Hold	444	–	–	﹤0.01%	667
2024 Q3	$38.1K	Hold	444	–	–	0.01%	646
2024 Q2	$34.8K	Buy	444 +40	+10%	+$3.25K	0.01%	629
2024 Q1	$34.9K	Hold	404	–	–	0.01%	597
2023 Q4	$31.8K	Hold	404	–	–	0.01%	598
2023 Q3	$29.1K	Hold	404	–	–	0.01%	613
2023 Q2	$30.6K	Buy	404 +22	+6%	+$1.59K	0.01%	607
2023 Q1	$28.4K	Buy	+382	New	+$32.4K	0.01%	616