Lake Street Private Wealth’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	$237K	Sell	2,629 -601	-19%	-$54.9K	0.03%	233
2025 Q4	$285K	Sell	3,230 -27	-0.8%	-$2.28K	0.03%	230
2025 Q3	$270K	Sell	3,257 -136	-4%	-$10.9K	0.03%	232
2025 Q2	$270K	Hold	3,393	–	–	0.04%	217
2025 Q1	$286K	Buy	3,393 +7	+0.2%	+$582	0.05%	202
2024 Q4	$262K	Sell	3,386 -15	-0.4%	-$1.26K	0.04%	208
2024 Q3	$292K	Sell	3,401 -231	-6%	-$18.7K	0.05%	210
2024 Q2	$285K	Sell	3,632 -81	-2%	-$6.58K	0.04%	271
2024 Q1	$320K	Buy	3,713 +738	+25%	+$59.2K	0.04%	258
2023 Q4	$234K	Sell	2,975 -845	-22%	-$61.2K	0.04%	276
2023 Q3	$278K	Sell	3,820 -392	-9%	-$30.4K	0.05%	233
2023 Q2	$319K	Sell	4,212 -985	-19%	-$71K	0.06%	220
2023 Q1	$386K	Sell	5,197 -331	-6%	-$28.1K	0.07%	203
2022 Q4	$464K	Sell	5,528 -194	-3%	-$16.6K	0.1%	187
2022 Q3	$413K	Sell	5,722 -366	-6%	-$26.3K	0.1%	182
2022 Q2	$407K	Buy	6,088 +1,692	+38%	+$119K	0.09%	190
2022 Q1	$323K	Buy	4,396 +1,438	+49%	+$104K	0.06%	242
2021 Q4	$214K	Buy	+2,958	New	+$206K	0.04%	306