Jackson Grant Investment Advisers’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	$360K	Hold	3,995	–	–	0.12%	86
2025 Q4	$352K	Hold	3,995	–	–	0.12%	91
2025 Q3	$331K	Hold	3,995	–	–	0.11%	90
2025 Q2	$317K	Hold	3,995	–	–	0.12%	84
2025 Q1	$337K	Hold	3,995	–	–	0.13%	80
2024 Q4	$309K	Hold	3,995	–	–	0.12%	82
2024 Q3	$343K	Buy	3,995 +924	+30%	+$74.6K	0.13%	79
2024 Q2	$241K	Hold	3,071	–	–	0.1%	95
2024 Q1	$265K	Hold	3,071	–	–	0.11%	89
2023 Q4	$242K	Hold	3,071	–	–	0.11%	89
2023 Q3	$221K	Hold	3,071	–	–	0.11%	90
2023 Q2	$233K	Hold	3,071	–	–	0.11%	90
2023 Q1	$228K	Hold	3,071	–	–	0.11%	92
2022 Q4	$258K	Hold	3,071	–	–	0.12%	83
2022 Q3	$222K	Hold	3,071	–	–	0.12%	85
2022 Q2	$205K	Hold	3,071	–	–	0.1%	96
2022 Q1	$225K	Hold	3,071	–	–	0.09%	99
2021 Q4	$222K	Hold	3,071	–	–	0.11%	85
2021 Q3	$198K	Hold	3,071	–	–	0.09%	106
2021 Q2	$194K	Hold	3,071	–	–	0.09%	108
2021 Q1	$184K	Buy	+3,071	New	+$171K	0.08%	108