Graham Capital Management’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	–	Sell	-27,573	Closed	-$2.29M	–	1530
2025 Q3	$2.29M	Sell	27,573 -10,101	-27%	-$807K	0.08%	205
2025 Q2	$2.99M	Buy	37,674 +34,683	+1,160%	+$2.66M	0.09%	243
2025 Q1	$252K	Sell	2,991 -5,131	-63%	-$427K	0.01%	1054
2024 Q4	$629K	Buy	8,122 +5,739	+241%	+$484K	0.02%	659
2024 Q3	$205K	Buy	+2,383	New	+$192K	0.01%	905
2024 Q2	–	Sell	-20,479	Closed	-$1.77M	–	1304
2024 Q1	$1.77M	Buy	20,479 +17,349	+554%	+$1.39M	0.05%	271
2023 Q4	$246K	Sell	3,130 -5,632	-64%	-$408K	0.01%	783
2023 Q3	$631K	Buy	8,762 +2,859	+48%	+$222K	0.02%	497
2023 Q2	$448K	Buy	+5,903	New	+$425K	0.02%	587
2023 Q1	–	Sell	-5,286	Closed	-$444K	–	1272
2022 Q4	$444K	Buy	+5,286	New	+$453K	0.02%	791