Koshinski Asset Management’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	$208K	Buy	2,305 +1	+0%	+$91	0.01%	698
2025 Q4	$203K	Buy	+2,304	New	+$194K	0.01%	695
2025 Q2	–	Sell	-2,544	Closed	-$215K	–	706
2025 Q1	$215K	Buy	+2,544	New	+$212K	0.02%	586
2024 Q4	–	Sell	-2,880	Closed	-$247K	–	658
2024 Q3	$247K	Sell	2,880 -201	-7%	-$16.2K	0.02%	534
2024 Q2	$249K	Sell	3,081 -181	-6%	-$14.7K	0.02%	503
2024 Q1	$282K	Sell	3,262 -1,303	-29%	-$105K	0.03%	448
2023 Q4	$359K	Buy	4,565 +1,262	+38%	+$91.4K	0.05%	356
2023 Q3	$238K	Buy	3,303 +132	+4%	+$10.2K	0.03%	478
2023 Q2	$240K	Buy	3,171 +167	+6%	+$12K	0.03%	503
2023 Q1	$223K	Sell	3,004 -15	-0.5%	-$1.27K	0.02%	509
2022 Q4	$253K	Buy	3,019 +222	+8%	+$19K	0.02%	501
2022 Q3	$202K	Buy	+2,797	New	+$201K	0.02%	498
2022 Q2	–	Sell	-2,767	Closed	-$203K	–	1565
2022 Q1	$203K	Buy	2,767 +1,106	+67%	+$80.1K	0.02%	581
2021 Q4	$120K	Buy	1,661 +9	+0.5%	+$628	0.01%	786
2021 Q3	$106K	Buy	+1,652	New	+$106K	0.01%	817