J.W. Cole Advisors’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	$620K	Buy	6,883 +218	+3%	+$19.9K	0.02%	480
2025 Q4	$541K	Sell	6,665 -259	-4%	-$21.9K	0.01%	866
2025 Q3	$574K	Buy	6,924 +289	+4%	+$23.1K	0.01%	939
2025 Q2	$527K	Buy	6,635 +492	+8%	+$37.8K	0.01%	896
2025 Q1	$518K	Buy	+6,143	New	+$511K	0.02%	756
2024 Q2	–	Sell	-3,126	Closed	-$270K	–	932
2024 Q1	$270K	Buy	3,126 +107	+4%	+$8.59K	0.01%	729
2023 Q4	$238K	Buy	3,019 +84	+3%	+$6.08K	0.01%	713
2023 Q3	$212K	Buy	2,935 +138	+5%	+$10.7K	0.02%	669
2023 Q2	$212K	Buy	2,797 +17	+0.6%	+$1.23K	0.02%	691
2023 Q1	$207K	Buy	2,780 +3	+0.1%	+$255	0.01%	721
2022 Q4	$233K	Buy	2,777 +2	+0.1%	+$172	0.02%	641
2022 Q3	$200K	Buy	+2,775	New	+$199K	0.02%	675
2022 Q2	–	Sell	-2,804	Closed	-$206K	–	786
2022 Q1	$206K	Buy	+2,804	New	+$203K	0.01%	745