Oldfather Financial Services’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,430	Closed	-$265K	–	81
2024 Q4	$265K	Buy	3,430 +9	+0.3%	+$697	0.1%	67
2024 Q3	$294K	Buy	3,421 +7	+0.2%	+$601	0.11%	60
2024 Q2	$268K	Buy	+3,414	New	+$268K	0.11%	61