McClarren 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	-274	Closed	-$68K	–	232
2025 Q1	$68K	Sell	274 -536	-66%	-$44.6K	0.04%	121
2024 Q4	$62K	Hold	810	–	–	0.17%	72
2024 Q3	$69	Buy	810 +654	+419%	+$52.8K	0.01%	109
2024 Q2	$63K	Sell	156 -641	-80%	-$52.1K	0.04%	131
2024 Q1	$69K	Buy	797 +7	+0.9%	+$562	0.05%	122
2023 Q4	$62K	Buy	790 +14	+2%	+$1.01K	0.05%	138
2023 Q3	$55K	Hold	776	–	–	0.05%	133
2023 Q2	$58K	Buy	776 +8	+1%	+$577	0.05%	140
2023 Q1	$57K	Buy	768 +5	+0.7%	+$424	0.05%	130
2022 Q4	$64K	Buy	763 +6	+0.8%	+$515	0.06%	128
2022 Q3	$54K	Buy	+757	New	+$54.4K	0.05%	122
2022 Q2	–	Sell	-572	Closed	-$42K	–	198
2022 Q1	$42K	Buy	572 +4	+0.7%	+$290	0.03%	137
2021 Q4	$42K	Buy	568 +6	+1%	+$419	0.03%	154
2021 Q3	$36K	Buy	562 +5	+0.9%	+$321	0.03%	138
2021 Q2	$35K	Buy	557 +5	+0.9%	+$320	0.03%	142
2021 Q1	$33K	Buy	552 +6	+1%	+$334	0.03%	130
2020 Q4	$27K	Buy	+546	New	+$25K	0.03%	126