Jones Financial Companies’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	$2.39M	Buy	27,405 +7,092	+35%	+$648K	﹤0.01%	1351
2025 Q4	$1.79M	Buy	20,313 +1,653	+9%	+$140K	﹤0.01%	1002
2025 Q3	$1.54M	Buy	18,660 +799	+4%	+$63.9K	﹤0.01%	959
2025 Q2	$1.41M	Buy	17,861 +3,282	+23%	+$252K	﹤0.01%	869
2025 Q1	$1.21M	Buy	14,579 +3,418	+31%	+$284K	﹤0.01%	793
2024 Q4	$864K	Buy	11,161 +6,731	+152%	+$567K	﹤0.01%	793
2024 Q3	$381K	Buy	4,430 +2,576	+139%	+$208K	﹤0.01%	921
2024 Q2	$145K	Buy	1,854 +1,392	+301%	+$113K	﹤0.01%	922
2024 Q1	$39.9K	Buy	462 +338	+273%	+$27.1K	﹤0.01%	771
2023 Q4	$9.76K	Hold	124	–	–	﹤0.01%	684
2023 Q3	$8.94K	Hold	124	–	–	﹤0.01%	483
2023 Q2	$9.4K	Sell	124 -1	-0.8%	-$72	﹤0.01%	472
2023 Q1	$9.29K	Buy	+125	New	+$10.6K	﹤0.01%	478
2022 Q3	–	Sell	-279	Closed	-$19K	–	685
2022 Q2	$19K	Buy	+279	New	+$19.6K	﹤0.01%	412
2021 Q4	–	Sell	-1,385	Closed	-$89K	–	772
2021 Q3	$89K	Buy	+1,385	New	+$88.9K	﹤0.01%	280