HighMark Wealth 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 Q1	–	Sell	-310	Closed	-$24K	–	596
2024 Q4	$24K	Hold	310	–	–	0.01%	182
2024 Q3	$26.6K	Hold	310	–	–	0.01%	179
2024 Q2	$24.3K	Hold	310	–	–	0.01%	187
2024 Q1	$26.8K	Hold	310	–	–	0.02%	176
2023 Q4	$24.4K	Hold	310	–	–	0.02%	175
2023 Q3	$22.3K	Hold	310	–	–	0.02%	165
2023 Q2	$23.5K	Hold	310	–	–	0.02%	170
2023 Q1	$23K	Hold	310	–	–	0.02%	193
2022 Q4	$26K	Hold	310	–	–	0.02%	144
2022 Q3	$22K	Hold	310	–	–	0.02%	150
2022 Q2	$21K	Hold	310	–	–	0.02%	156
2022 Q1	$23K	Hold	310	–	–	0.02%	162
2021 Q4	$22K	Hold	310	–	–	0.01%	173
2021 Q3	$20K	Hold	310	–	–	0.01%	181
2021 Q2	$20K	Hold	310	–	–	0.01%	187
2021 Q1	$19K	Hold	310	–	–	0.02%	173
2020 Q4	$15K	Hold	310	–	–	0.01%	182
2020 Q3	$12K	Hold	310	–	–	0.01%	203
2020 Q2	$13K	Hold	310	–	–	0.01%	167
2020 Q1	$9K	Hold	310	–	–	0.01%	157
2019 Q4	$17K	Buy	+310	New	+$17K	0.02%	147