Jefferies Financial Group’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	$1.98M	Sell	22,000 -131	-0.6%	-$12K	0.02%	644
2025 Q4	$1.95M	Buy	22,131 +13,131	+146%	+$1.11M	0.02%	819
2025 Q3	$746K	Buy	+9,000	New	+$719K	0.01%	963
2025 Q2	–	Sell	-2,603	Closed	-$220K	–	1709
2025 Q1	$220K	Buy	+2,603	New	+$217K	﹤0.01%	1344
2024 Q4	–	Sell	-30,693	Closed	-$2.64M	–	1796
2024 Q3	$2.64M	Buy	30,693 +14,623	+91%	+$1.18M	0.04%	498
2024 Q2	$1.26M	Buy	+16,070	New	+$1.3M	0.02%	676
2023 Q3	–	Sell	-13,238	Closed	-$1M	–	1926
2023 Q2	$1M	Buy	13,238 +7,743	+141%	+$558K	0.02%	910
2023 Q1	$408K	Sell	5,495 -30,168	-85%	-$2.56M	0.01%	1150
2022 Q4	$2.99M	Buy	+35,663	New	+$3.06M	0.05%	521