My Legacy 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	-4,480	Closed	-$378K	–	221
2025 Q1	$378K	Sell	4,480 -66	-1%	-$5.49K	0.15%	155
2024 Q4	$364K	Buy	4,546 +5	+0.1%	+$421	0.14%	155
2024 Q3	$390K	Sell	4,541 -899	-17%	-$72.6K	0.15%	153
2024 Q2	$427K	Buy	5,440 +255	+5%	+$20.7K	0.14%	165
2024 Q1	$448K	Sell	5,185 -8	-0.2%	-$642	0.15%	162
2023 Q4	$410K	Buy	5,193 +530	+11%	+$38.4K	0.15%	162
2023 Q3	$324K	Sell	4,663 -3,830	-45%	-$297K	0.13%	167
2023 Q2	$679K	Sell	8,493 -1,690	-17%	-$122K	0.27%	125
2023 Q1	$756K	Buy	10,183 +1,151	+13%	+$97.7K	0.32%	107
2022 Q4	$834K	Buy	9,032 +2,130	+31%	+$183K	0.36%	97
2022 Q3	$529K	Buy	6,902 +1,800	+35%	+$129K	0.27%	138
2022 Q2	$338K	Buy	+5,102	New	+$359K	0.17%	170