Legacy Bridge’s Principal Financial Group PFG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$45.3K	Hold	570	–	–	0.02%	189
2025 Q1	$48.1K	Hold	570	–	–	0.03%	181
2024 Q4	$44.1K	Hold	570	–	–	0.02%	196
2024 Q3	$49K	Sell	570 -950	-63%	-$81.6K	0.03%	195
2024 Q2	$119K	Sell	1,520 -1,625	-52%	-$127K	0.07%	152
2024 Q1	$271K	Hold	3,145	–	–	0.16%	123
2023 Q4	$247K	Sell	3,145 -750	-19%	-$59K	0.16%	126
2023 Q3	$281K	Hold	3,895	–	–	0.2%	120
2023 Q2	$295K	Hold	3,895	–	–	0.2%	121
2023 Q1	$289K	Sell	3,895 -4	-0.1%	-$297	0.2%	123
2022 Q4	$327K	Buy	3,899 +4	+0.1%	+$336	0.23%	117
2022 Q3	$281K	Hold	3,895	–	–	0.22%	118
2022 Q2	$260K	Hold	3,895	–	–	0.19%	127
2022 Q1	$286K	Sell	3,895 -675	-15%	-$49.6K	0.17%	137
2021 Q4	$331K	Hold	4,570	–	–	0.17%	135
2021 Q3	$294K	Hold	4,570	–	–	0.17%	135
2021 Q2	$289K	Hold	4,570	–	–	0.16%	136
2021 Q1	$274K	Hold	4,570	–	–	0.18%	129
2020 Q4	$227K	Hold	4,570	–	–	0.16%	131
2020 Q3	$184K	Hold	4,570	–	–	0.17%	127
2020 Q2	$190K	Hold	4,570	–	–	0.21%	120
2020 Q1	$143K	Sell	4,570 -3,430	-43%	-$107K	0.18%	128
2019 Q4	$440K	Hold	8,000	–	–	0.37%	97
2019 Q3	$457K	Hold	8,000	–	–	0.44%	84
2019 Q2	$463K	Hold	8,000	–	–	0.45%	79
2019 Q1	$402K	Hold	8,000	–	–	0.41%	89
2018 Q4	$353K	Buy	+8,000	New	+$353K	0.44%	78