Kovitz Investment Group Partners’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$471K	Sell	5,934 -493	-8%	-$39.2K	﹤0.01%	991
2025 Q1	$542K	Buy	6,427 +66	+1%	+$5.57K	﹤0.01%	876
2024 Q4	$493K	Sell	6,361 -849	-12%	-$65.7K	﹤0.01%	892
2024 Q3	$292K	Buy	+7,210	New	+$292K	﹤0.01%	874