Horizon Financial Services’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	$14.2K	Hold	158	–	–	0.01%	230
2025 Q4	$13.9K	Sell	158 -130	-45%	-$11K	0.01%	157
2025 Q3	$23.9K	Buy	+288	New	+$23K	0.01%	126
2025 Q1	–	Sell	-96	Closed	-$7.43K	–	340
2024 Q4	$7.43K	Buy	96 +82	+586%	+$6.91K	﹤0.01%	129
2024 Q3	$1.2K	Hold	14	–	–	﹤0.01%	215
2024 Q2	$1.1K	Hold	14	–	–	﹤0.01%	211
2024 Q1	$1.21K	Buy	+14	New	+$1.12K	﹤0.01%	207
2022 Q1	–	Sell	-176	Closed	-$12.7K	–	96
2021 Q4	$12.7K	Sell	176 -28	-14%	-$1.95K	0.01%	93
2021 Q3	$13K	Sell	204 -65	-24%	-$4.17K	0.01%	103
2021 Q2	$17K	Hold	269	–	–	0.01%	93
2021 Q1	$16K	Hold	269	–	–	0.01%	58
2020 Q4	$13K	Hold	269	–	–	0.01%	54
2020 Q3	$11K	Buy	+269	New	+$11.5K	0.01%	55