Harbour Investments’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 Q1	$611K	Buy	6,781 +4,494	+197%	+$411K	0.01%	961
2025 Q4	$202K	Buy	2,287 +208	+10%	+$17.6K	﹤0.01%	1276
2025 Q3	$172K	Buy	2,079 +270	+15%	+$21.6K	﹤0.01%	1296
2025 Q2	$144K	Sell	1,809 -24	-1%	-$1.84K	﹤0.01%	1335
2025 Q1	$155K	Sell	1,833 -5	-0.3%	-$416	﹤0.01%	1221
2024 Q4	$142K	Buy	1,838 +275	+18%	+$23.2K	﹤0.01%	1193
2024 Q3	$134K	Sell	1,563 -465	-23%	-$37.6K	﹤0.01%	1191
2024 Q2	$159K	Buy	2,028 +3	+0.1%	+$244	0.01%	1036
2024 Q1	$175K	Buy	2,025 +2	+0.1%	+$161	0.01%	970
2023 Q4	$159K	Buy	2,023 +394	+24%	+$28.5K	0.01%	952
2023 Q3	$117K	Sell	1,629 -223	-12%	-$17.3K	0.01%	987
2023 Q2	$140K	Sell	1,852 -504	-21%	-$36.3K	0.01%	921
2023 Q1	$175K	Buy	2,356 +366	+18%	+$31.1K	0.01%	816
2022 Q4	$167K	Sell	1,990 -194	-9%	-$16.6K	0.01%	807
2022 Q3	$146K	Hold	2,184	–	–	0.01%	824
2022 Q2	$146K	Buy	+2,184	New	+$154K	0.01%	824
2021 Q4	$80K	Sell	1,103 -6,545	-86%	-$457K	﹤0.01%	1067
2021 Q3	$493K	Buy	7,648 +492	+7%	+$31.6K	0.02%	647
2021 Q2	$452K	Sell	7,156 -59	-0.8%	-$3.77K	0.01%	719
2021 Q1	$433K	Buy	+7,215	New	+$402K	0.02%	667