Longfellow Investment Management’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 Q1	–	Sell	-2,818	Closed	-$218K	–	303
2024 Q4	$218K	Sell	2,818 -179	-6%	-$15.1K	0.06%	138
2024 Q3	$257K	Buy	2,997 +17	+0.6%	+$1.37K	0.06%	140
2024 Q2	$234K	Buy	2,980 +20	+0.7%	+$1.62K	0.06%	135
2024 Q1	$255K	Buy	+2,960	New	+$238K	0.06%	135
2022 Q4	–	Sell	-2,289	Closed	-$165K	–	314
2022 Q3	$165K	Hold	2,289	–	–	0.03%	184
2022 Q2	$153K	Hold	2,289	–	–	0.03%	202
2022 Q1	$169K	Hold	2,289	–	–	0.03%	224
2021 Q4	$166K	Hold	2,289	–	–	0.03%	223
2021 Q3	$148K	Hold	2,289	–	–	0.02%	245
2021 Q2	$145K	Sell	2,289 -1,253	-35%	-$80.1K	0.02%	258
2021 Q1	$213K	Hold	3,542	–	–	0.03%	312
2020 Q4	$176K	Buy	+3,542	New	+$162K	0.02%	277