Laffer Tengler Investments’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
2024 Q3	–	Sell	-1,392	Closed	-$109K	–	303
2024 Q2	$109K	Hold	1,392	–	–	0.02%	203
2024 Q1	$120K	Hold	1,392	–	–	0.03%	178
2023 Q4	$110K	Hold	1,392	–	–	0.03%	179
2023 Q3	$100K	Hold	1,392	–	–	0.03%	178
2023 Q2	$106K	Hold	1,392	–	–	0.03%	250
2023 Q1	$103K	Hold	1,392	–	–	0.03%	259
2022 Q4	$117K	Hold	1,392	–	–	0.03%	243
2022 Q3	$100K	Hold	1,392	–	–	0.04%	213
2022 Q2	$93K	Hold	1,392	–	–	0.03%	220
2022 Q1	$102K	Hold	1,392	–	–	0.03%	253
2021 Q4	$101K	Hold	1,392	–	–	0.03%	255
2021 Q3	$89.6K	Buy	+1,392	New	+$89.4K	0.03%	289
2021 Q2	–	Sell	-1,392	Closed	-$83.5K	–	381
2021 Q1	$83.5K	Hold	1,392	–	–	0.03%	241
2020 Q4	$67.9K	Hold	1,392	–	–	0.03%	241
2020 Q3	$56.1K	Hold	1,392	–	–	0.03%	213
2020 Q2	$57.8K	Buy	+1,392	New	+$50.8K	0.03%	194
2016 Q4	–	Sell	-25,691	Closed	-$1.32M	–	270
2016 Q3	$1.32M	Hold	25,691	–	–	0.37%	100
2016 Q2	$1.06M	Buy	+25,691	New	+$1.08M	0.3%	144