ORG Partners’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 Q4	$52.9K	Buy	600 +17	+3%	+$1.44K	0.01%	571
2025 Q3	$48.3K	Buy	583 +36	+7%	+$2.88K	0.01%	593
2025 Q2	$44.2K	Buy	547 +39	+8%	+$2.99K	0.01%	571
2025 Q1	$43.3K	Sell	508 -284	-36%	-$23.6K	0.01%	520
2024 Q4	$61.4K	Buy	792 +2	+0.3%	+$169	0.01%	513
2024 Q3	$67.9K	Buy	790 +3	+0.4%	+$242	0.01%	456
2024 Q2	$61.5K	Buy	787 +606	+335%	+$49.2K	0.01%	742
2024 Q1	$15.6K	Sell	181 -603	-77%	-$48.4K	0.03%	248
2023 Q4	$61.7K	Buy	784 +3	+0.4%	+$217	0.01%	482
2023 Q3	$56.3K	Hold	781	–	–	0.02%	503
2023 Q2	$59.8K	Buy	+781	New	+$56.3K	0.01%	618