JT Stratford LLC’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
2023 Q4	–	Sell	-3,164	Closed	-$228K	–	258
2023 Q3	$228K	Sell	3,164 -1,849	-37%	-$144K	0.06%	216
2023 Q2	$380K	Sell	5,013 -1,697	-25%	-$122K	0.1%	181
2023 Q1	$499K	Buy	6,710 +2,316	+53%	+$197K	0.14%	151
2022 Q4	$369K	Buy	4,394 +276	+7%	+$23.7K	0.12%	167
2022 Q3	$297K	Sell	4,118 -361	-8%	-$25.9K	0.11%	161
2022 Q2	$299K	Sell	4,479 -983	-18%	-$69.1K	0.09%	174
2022 Q1	$401K	Sell	5,462 -952	-15%	-$68.9K	0.12%	145
2021 Q4	$464K	Sell	6,414 -192	-3%	-$13.4K	0.13%	144
2021 Q3	$425K	Hold	6,606	–	–	0.13%	134
2021 Q2	$417K	Sell	6,606 -76	-1%	-$4.86K	0.13%	143
2021 Q1	$401K	Buy	6,682 +168	+3%	+$9.36K	0.14%	134
2020 Q4	$323K	Buy	6,514 +493	+8%	+$22.6K	0.12%	131
2020 Q3	$242K	Buy	6,021 +1,018	+20%	+$43.4K	0.1%	132
2020 Q2	$208K	Buy	+5,003	New	+$183K	0.11%	140