Merit Financial Group’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
2026 Q1	$1.34M	Buy	14,921 +1,784	+14%	+$163K	0.01%	852
2025 Q4	$1.16M	Buy	13,137 +4,941	+60%	+$417K	0.01%	876
2025 Q3	$680K	Buy	8,196 +838	+11%	+$67K	0.01%	1023
2025 Q2	$584K	Sell	7,358 -1,869	-20%	-$143K	0.01%	1030
2025 Q1	$778K	Buy	9,227 +2,137	+30%	+$178K	0.01%	758
2024 Q4	$549K	Buy	7,090 +1,177	+20%	+$99.2K	0.01%	701
2024 Q3	$508K	Sell	5,913 -726	-11%	-$58.6K	0.01%	552
2024 Q2	$521K	Sell	6,639 -279	-4%	-$22.7K	0.01%	568
2024 Q1	$562K	Buy	6,918 +570	+9%	+$45.7K	0.01%	544
2023 Q4	$499K	Sell	6,348 -599	-9%	-$43.4K	0.02%	498
2023 Q3	$501K	Buy	6,947 +153	+2%	+$11.9K	0.02%	458
2023 Q2	$515K	Buy	6,794 +638	+10%	+$46K	0.02%	466
2023 Q1	$458K	Buy	6,156 +375	+6%	+$31.8K	0.02%	423
2022 Q4	$485K	Buy	+5,781	New	+$496K	0.02%	427