North Star 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
2026 Q1	$25K	Hold	277	–	–	﹤0.01%	867
2025 Q4	$24.4K	Hold	277	–	–	﹤0.01%	814
2025 Q3	$23K	Hold	277	–	–	﹤0.01%	800
2025 Q2	$22K	Hold	277	–	–	﹤0.01%	779
2025 Q1	$23.4K	Hold	277	–	–	﹤0.01%	737
2024 Q4	$21.4K	Hold	277	–	–	﹤0.01%	747
2024 Q3	$23.8K	Hold	277	–	–	﹤0.01%	707
2024 Q2	$21.7K	Hold	277	–	–	﹤0.01%	703
2024 Q1	$23.9K	Hold	277	–	–	﹤0.01%	712
2023 Q4	$21.8K	Buy	277 +265	+2,208%	+$19.2K	﹤0.01%	703
2023 Q3	$865	Hold	12	–	–	﹤0.01%	1148
2023 Q2	$910	Hold	12	–	–	﹤0.01%	1163
2023 Q1	$892	Hold	12	–	–	﹤0.01%	1180
2022 Q4	$1.01K	Buy	+12	New	+$1.03K	﹤0.01%	1161