Paladin Advisory Group’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	$40.5K	Hold	449	–	–	0.03%	153
2025 Q4	$39.6K	Hold	449	–	–	0.03%	162
2025 Q3	$37.2K	Hold	449	–	–	0.03%	157
2025 Q2	$35.7K	Hold	449	–	–	0.03%	157
2025 Q1	$37.9K	Hold	449	–	–	0.03%	160
2024 Q4	$34.8K	Hold	449	–	–	0.03%	163
2024 Q3	$38.6K	Hold	449	–	–	0.03%	161
2024 Q2	$35K	Hold	449	–	–	0.03%	156
2024 Q1	$38.6K	Hold	449	–	–	0.03%	156
2023 Q4	$35.3K	Hold	449	–	–	0.03%	162
2023 Q3	$32.4K	Hold	449	–	–	0.03%	169
2023 Q2	$34.1K	Hold	449	–	–	0.03%	174
2023 Q1	$33.4K	Buy	+449	New	+$38.1K	0.03%	173
2022 Q4	–	Hold	0	–	–	–	449
2022 Q3	–	Hold	0	–	–	–	455
2022 Q2	–	Sell	-783	Closed	-$55.1K	–	454
2022 Q1	$57K	Buy	+783	New	+$56.7K	0.05%	160
2021 Q4	–	Hold	0	–	–	–	450