Key Financial Inc’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	$19.7K	Hold	219	–	–	﹤0.01%	731
2025 Q4	$19.3K	Sell	219 -34	-13%	-$2.87K	﹤0.01%	728
2025 Q3	$21K	Hold	253	–	–	﹤0.01%	699
2025 Q2	$20.1K	Hold	253	–	–	﹤0.01%	695
2025 Q1	$21.3K	Hold	253	–	–	﹤0.01%	654
2024 Q4	$19.6K	Buy	253 +34	+16%	+$2.87K	﹤0.01%	661
2024 Q3	$18.8K	Hold	219	–	–	﹤0.01%	664
2024 Q2	$17.2K	Hold	219	–	–	﹤0.01%	667
2024 Q1	$18.9K	Hold	219	–	–	﹤0.01%	622
2023 Q4	$17.2K	Hold	219	–	–	﹤0.01%	620
2023 Q3	$15.8K	Hold	219	–	–	0.01%	618
2023 Q2	$16.6K	Hold	219	–	–	0.01%	612
2023 Q1	$16.3K	Hold	219	–	–	0.01%	584
2022 Q4	$15.8K	Hold	219	–	–	0.01%	537
2022 Q3	$16K	Hold	219	–	–	0.01%	541
2022 Q2	$15K	Hold	219	–	–	0.01%	554
2022 Q1	$16K	Buy	219 +106	+94%	+$7.67K	0.01%	538
2021 Q4	$8K	Buy	+113	New	+$7.89K	﹤0.01%	630