HBK Sorce 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 Q1	$347K	Buy	3,451 +767	+29%	+$70.1K	0.01%	455
2025 Q4	$261K	Buy	+2,684	New	+$227K	0.01%	511
2025 Q3	–	Sell	-2,622	Closed	-$208K	–	644
2025 Q2	$208K	Sell	2,622 -83	-3%	-$6.37K	0.01%	541
2025 Q1	$228K	Sell	2,705 -27	-1%	-$2.25K	0.01%	510
2024 Q4	$211K	Sell	2,732 -788	-22%	-$66.4K	0.01%	530
2024 Q3	$302K	Sell	3,520 -40	-1%	-$3.23K	0.01%	451
2024 Q2	$279K	Buy	3,560 +98	+3%	+$7.96K	0.01%	460
2024 Q1	$299K	Buy	3,462 +106	+3%	+$8.51K	0.01%	452
2023 Q4	$264K	Sell	3,356 -789	-19%	-$57.1K	0.01%	444
2023 Q3	$299K	Sell	4,145 -8	-0.2%	-$621	0.01%	422
2023 Q2	$315K	Buy	4,153 +140	+3%	+$10.1K	0.01%	429
2023 Q1	$298K	Sell	4,013 -1,875	-32%	-$159K	0.01%	434
2022 Q4	$494K	Buy	5,888 +3,036	+106%	+$260K	0.01%	415
2022 Q3	$206K	Buy	+2,852	New	+$205K	0.01%	449