Pin Oak Investment Advisors’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	–	Sell	-78	Closed	-$6.47K	–	510
2025 Q3	$6.47K	Hold	78	–	–	﹤0.01%	404
2025 Q2	$6K	Hold	78	–	–	0.01%	365
2025 Q1	$6K	Hold	78	–	–	﹤0.01%	363
2024 Q4	$7K	Hold	78	–	–	0.01%	366
2024 Q3	$6K	Hold	78	–	–	0.01%	381
2024 Q2	$6K	Hold	78	–	–	0.01%	373
2024 Q1	$7K	Hold	78	–	–	0.01%	357
2023 Q4	$6K	Hold	78	–	–	0.01%	374
2023 Q3	$6K	Hold	78	–	–	0.01%	361
2023 Q2	$6K	Hold	78	–	–	0.01%	364
2023 Q1	$6K	Hold	78	–	–	0.01%	344
2022 Q4	$7K	Hold	78	–	–	0.01%	327
2022 Q3	$6K	Hold	78	–	–	0.01%	313
2022 Q2	$5K	Hold	78	–	–	0.01%	348
2022 Q1	$6K	Hold	78	–	–	0.01%	355
2021 Q4	$6K	Hold	78	–	–	0.01%	354
2021 Q3	$5K	Buy	+78	New	+$5.01K	0.01%	342