Ogorek Anthony Joseph’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	$4K	Hold	53	–	–	﹤0.01%	519
2025 Q4	$4K	Hold	53	–	–	﹤0.01%	512
2025 Q3	$4K	Sell	53 -36	-40%	-$2.88K	﹤0.01%	524
2025 Q2	$7K	Sell	89 -32	-26%	-$2.46K	﹤0.01%	440
2025 Q1	$10K	Buy	+121	New	+$10.1K	﹤0.01%	372
2023 Q1	–	Sell	-12	Closed	-$1K	–	276
2022 Q4	$1K	Sell	12 -78	-87%	-$6.69K	﹤0.01%	219
2022 Q3	$6K	Hold	90	–	–	﹤0.01%	178
2022 Q2	$6K	Sell	90 -27	-23%	-$1.9K	﹤0.01%	178
2022 Q1	$8K	Hold	117	–	–	﹤0.01%	187
2021 Q4	$8K	Hold	117	–	–	﹤0.01%	190
2021 Q3	$7K	Sell	117 -92	-44%	-$5.91K	﹤0.01%	196
2021 Q2	$13K	Hold	209	–	–	0.01%	147
2021 Q1	$12K	Sell	209 -40	-16%	-$2.23K	0.01%	141
2020 Q4	$12K	Sell	249 -10	-4%	-$458	0.01%	132
2020 Q3	$10K	Sell	259 -12	-4%	-$511	0.01%	116
2020 Q2	$11K	Sell	271 -20	-7%	-$730	0.01%	112
2020 Q1	$9K	Hold	291	–	–	﹤0.01%	125
2019 Q4	$16K	Hold	291	–	–	0.01%	109
2019 Q3	$16K	Hold	291	–	–	0.01%	85
2019 Q2	$16K	Hold	291	–	–	0.01%	85
2019 Q1	$14K	Hold	291	–	–	0.01%	89
2018 Q4	$12K	Buy	+291	New	+$14.3K	0.01%	90