Park Avenue Securities’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	$980K	Buy	10,873 +3,427	+46%	+$313K	0.01%	819
2025 Q4	$657K	Buy	7,446 +1,636	+28%	+$138K	0.01%	987
2025 Q3	$482K	Sell	5,810 -1,336	-19%	-$107K	﹤0.01%	1206
2025 Q2	$568K	Sell	7,146 -884	-11%	-$67.9K	0.01%	1012
2025 Q1	$678K	Sell	8,030 -414	-5%	-$34.4K	0.01%	747
2024 Q4	$654K	Sell	8,444 -9	-0.1%	-$758	0.01%	955
2024 Q3	$726K	Sell	8,453 -770	-8%	-$62.2K	0.01%	813
2024 Q2	$724K	Sell	9,223 -913	-9%	-$74.1K	0.01%	805
2024 Q1	$875K	Sell	10,136 -4,877	-32%	-$391K	0.01%	724
2023 Q4	$1.18M	Sell	15,013 -16,175	-52%	-$1.17M	0.02%	542
2023 Q3	$2.25M	Sell	31,188 -1,025	-3%	-$79.6K	0.03%	303
2023 Q2	$2.44M	Sell	32,213 -2,943	-8%	-$212K	0.04%	274
2023 Q1	$2.61M	Buy	35,156 +2,741	+8%	+$233K	0.04%	244
2022 Q4	$2.72M	Buy	32,415 +6,450	+25%	+$553K	0.05%	235
2022 Q3	$1.87M	Buy	25,965 +10,861	+72%	+$780K	0.04%	282
2022 Q2	$1.01M	Buy	15,104 +1,096	+8%	+$77.1K	0.02%	463
2022 Q1	$1.03M	Buy	+14,008	New	+$1.01M	0.02%	471