Legacy Financial Advisors’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
2025 Q2	–	Sell	-4,936	Closed	-$416K	–	394
2025 Q1	$416K	Sell	4,936 -163	-3%	-$13.6K	0.07%	225
2024 Q4	$395K	Sell	5,099 -385	-7%	-$32.4K	0.07%	232
2024 Q3	$471K	Sell	5,484 -91	-2%	-$7.35K	0.08%	207
2024 Q2	$437K	Buy	5,575 +145	+3%	+$11.8K	0.08%	193
2024 Q1	$469K	Buy	5,430 +276	+5%	+$22.1K	0.08%	183
2023 Q4	$405K	Buy	5,154 +188	+4%	+$13.6K	0.08%	187
2023 Q3	$358K	Sell	4,966 -104	-2%	-$8.07K	0.07%	182
2023 Q2	$384K	Buy	5,070 +322	+7%	+$23.2K	0.07%	168
2023 Q1	$353K	Buy	4,748 +141	+3%	+$12K	0.07%	167
2022 Q4	$387K	Sell	4,607 -247	-5%	-$21.2K	0.08%	142
2022 Q3	$350K	Buy	4,854 +289	+6%	+$20.8K	0.08%	138
2022 Q2	$305K	Buy	4,565 +299	+7%	+$21K	0.08%	150
2022 Q1	$313K	Sell	4,266 -275	-6%	-$19.9K	0.07%	160
2021 Q4	$328K	Buy	4,541 +236	+5%	+$16.5K	0.08%	133
2021 Q3	$277K	Buy	4,305 +83	+2%	+$5.33K	0.07%	139
2021 Q2	$267K	Buy	4,222 +602	+17%	+$38.5K	0.07%	139
2021 Q1	$217K	Buy	+3,620	New	+$202K	0.06%	145