Jump Financial’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	$216K	Buy	+2,402	New	+$220K	﹤0.01%	1629
2025 Q4	–	Sell	-6,231	Closed	-$517K	–	2200
2025 Q3	$517K	Buy	+6,231	New	+$498K	0.01%	1266
2025 Q2	–	Sell	-3,300	Closed	-$278K	–	2068
2025 Q1	$278K	Sell	3,300 -6,372	-66%	-$530K	﹤0.01%	1315
2024 Q4	$749K	Sell	9,672 -24,832	-72%	-$2.09M	0.02%	886
2024 Q3	$2.96M	Buy	34,504 +9,272	+37%	+$749K	0.06%	375
2024 Q2	$1.98M	Buy	25,232 +2,309	+10%	+$188K	0.04%	561
2024 Q1	$1.98M	Buy	22,923 +3,763	+20%	+$302K	0.05%	452
2023 Q4	$1.51M	Buy	+19,160	New	+$1.39M	0.05%	511
2022 Q4	–	Sell	-27,709	Closed	-$2M	–	1928
2022 Q3	$2M	Buy	27,709 +24,376	+731%	+$1.75M	0.08%	384
2022 Q2	$222K	Buy	+3,333	New	+$234K	0.01%	1230