Harbor Investment Advisory’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 Q2	$184K	Hold	1,704	–	–	0.01%	433
2026 Q1	$154K	Buy	1,704 +50	+3%	+$4.57K	0.01%	451
2025 Q4	$146K	Buy	1,654 +78	+5%	+$6.58K	0.01%	450
2025 Q3	$131K	Hold	1,576	–	–	0.01%	456
2025 Q2	$125K	Hold	1,576	–	–	0.01%	451
2025 Q1	$133K	Hold	1,576	–	–	0.01%	418
2024 Q4	$122K	Hold	1,576	–	–	0.01%	421
2024 Q3	$135K	Sell	1,576 -3	-0.2%	-$242	0.01%	393
2024 Q2	$124K	Buy	1,579 +3	+0.2%	+$244	0.01%	402
2024 Q1	$136K	Hold	1,576	–	–	0.01%	398
2023 Q4	$124K	Hold	1,576	–	–	0.01%	390
2023 Q3	$114K	Hold	1,576	–	–	0.01%	381
2023 Q2	$120K	Hold	1,576	–	–	0.02%	456
2023 Q1	$117K	Hold	1,576	–	–	0.02%	456
2022 Q4	$132K	Buy	1,576 +500	+46%	+$42.9K	0.02%	428
2022 Q3	$78K	Hold	1,076	–	–	0.01%	532
2022 Q2	$72K	Hold	1,076	–	–	0.01%	587
2022 Q1	$79K	Hold	1,076	–	–	0.01%	604
2021 Q4	$78K	Hold	1,076	–	–	0.01%	615
2021 Q3	$69K	Hold	1,076	–	–	0.01%	629
2021 Q2	$68K	Hold	1,076	–	–	0.01%	620
2021 Q1	$65K	Buy	+1,076	New	+$60K	0.01%	605

Other funds holding PFG