Legacy Investment Solutions’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	$5.72K	Buy	+72	New	+$5.72K	﹤0.01%	376
2024 Q4	$5.93K	Sell	72 -113	-61%	-$9.3K	﹤0.01%	359
2024 Q3	$16K	Buy	+185	New	+$16K	0.01%	250