Impact Partnership Wealth’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	$1.45M	Buy	16,053 +11,647	+264%	+$1.06M	0.18%	80
2025 Q4	$389K	Sell	4,406 -319	-7%	-$26.9K	0.05%	241
2025 Q3	$392K	Sell	4,725 -339	-7%	-$27.1K	0.06%	197
2025 Q2	$402K	Buy	+5,064	New	+$389K	0.07%	172
2025 Q1	–	Sell	-7,784	Closed	-$603K	–	322
2024 Q4	$603K	Buy	7,784 +64	+0.8%	+$5.39K	0.12%	101
2024 Q3	$663K	Buy	7,720 +1,576	+26%	+$127K	0.15%	84
2024 Q2	$482K	Buy	+6,144	New	+$499K	0.13%	108
2024 Q1	–	Sell	-6,570	Closed	-$517K	–	827
2023 Q4	$517K	Buy	+6,570	New	+$476K	0.19%	77
2023 Q3	–	Sell	-25	Closed	-$1.9K	–	1152
2023 Q2	$1.9K	Buy	+25	New	+$1.8K	﹤0.01%	690