LVW Advisors’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	$297K	Buy	+3,741	New	+$297K	0.03%	263
2024 Q4	–	Sell	-3,251	Closed	-$279K	–	326
2024 Q3	$279K	Sell	3,251 -85	-3%	-$7.3K	0.04%	257
2024 Q2	$262K	Buy	+3,336	New	+$262K	0.04%	247