Hazlett, Burt & Watson’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	$53K	Sell	583 -65	-10%	-$5.94K	0.02%	441
2025 Q4	$57K	Sell	648 -65	-9%	-$5.49K	0.02%	427
2025 Q3	$59K	Buy	713 +130	+22%	+$10.4K	0.02%	389
2025 Q2	$46K	Hold	583	–	–	0.02%	392
2025 Q1	$49K	Hold	583	–	–	0.02%	359
2024 Q4	$45K	Hold	583	–	–	0.02%	371
2024 Q3	$50K	Hold	583	–	–	0.02%	353
2024 Q2	$46K	Hold	583	–	–	0.02%	347
2024 Q1	$50K	Hold	583	–	–	0.03%	327
2023 Q4	$46K	Hold	583	–	–	0.03%	320
2023 Q3	$42K	Hold	583	–	–	0.03%	325
2023 Q2	$44K	Hold	583	–	–	0.03%	318
2023 Q1	$43K	Hold	583	–	–	0.04%	302
2022 Q4	$49K	Hold	583	–	–	0.04%	272
2022 Q3	$42K	Hold	583	–	–	0.04%	280
2022 Q2	$39K	Hold	583	–	–	0.04%	304
2022 Q1	$43K	Buy	+583	New	+$42.2K	0.03%	306