HM Payson & Co’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	$3.52K	Hold	39	–	–	﹤0.01%	1000
2025 Q4	$3.44K	Hold	39	–	–	﹤0.01%	1007
2025 Q3	$3.23K	Hold	39	–	–	﹤0.01%	982
2025 Q2	$3.1K	Hold	39	–	–	﹤0.01%	904
2025 Q1	$3.29K	Hold	39	–	–	﹤0.01%	935
2024 Q4	$3.02K	Sell	39 -3	-7%	-$253	﹤0.01%	932
2024 Q3	$3.61K	Buy	+42	New	+$3.39K	﹤0.01%	920
2023 Q3	–	Sell	-128	Closed	-$9.71K	–	1038
2023 Q2	$9.71K	Buy	+128	New	+$9.23K	﹤0.01%	805
2022 Q3	–	Sell	-41	Closed	-$3K	–	1060
2022 Q2	$3K	Sell	41 -140	-77%	-$9.85K	﹤0.01%	932
2022 Q1	$13K	Hold	181	–	–	﹤0.01%	815
2021 Q4	$13K	Sell	181 -26	-13%	-$1.81K	﹤0.01%	831
2021 Q3	$13K	Hold	207	–	–	﹤0.01%	804
2021 Q2	$13K	Sell	207 -3	-1%	-$192	﹤0.01%	795
2021 Q1	$13K	Hold	210	–	–	﹤0.01%	839
2020 Q4	$10K	Sell	210 -30	-13%	-$1.37K	﹤0.01%	865
2020 Q3	$10K	Buy	240 +60	+33%	+$2.56K	﹤0.01%	832
2020 Q2	$7K	Hold	180	–	–	﹤0.01%	774
2020 Q1	$6K	Hold	180	–	–	﹤0.01%	795
2019 Q4	$10K	Hold	180	–	–	﹤0.01%	804
2019 Q3	$10K	Hold	180	–	–	﹤0.01%	816
2019 Q2	$10K	Buy	+180	New	+$9.92K	﹤0.01%	820