Pinion 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
2026 Q1	$898K	Sell	9,970 -1,883	-16%	-$172K	0.21%	78
2025 Q4	$1.05M	Sell	11,853 -1,371	-10%	-$116K	0.26%	60
2025 Q3	$1.05M	Buy	13,224 +1,342	+11%	+$107K	0.29%	62
2025 Q2	$944K	Sell	11,882 -11,160	-48%	-$857K	0.33%	56
2025 Q1	$1.94M	Buy	23,042 +12,962	+129%	+$1.08M	0.43%	39
2024 Q4	$780K	Buy	10,080 +297	+3%	+$25K	0.31%	60
2024 Q3	$840K	Buy	9,783 +993	+11%	+$80.2K	0.35%	56
2024 Q2	$690K	Buy	8,790 +569	+7%	+$46.2K	0.34%	55
2024 Q1	$710K	Buy	8,221 +1,449	+21%	+$116K	0.37%	51
2023 Q4	$533K	Sell	6,772 -2,421	-26%	-$175K	0.32%	68
2023 Q3	$663K	Buy	9,193 +169	+2%	+$13.1K	0.43%	51
2023 Q2	$684K	Buy	9,024 +878	+11%	+$63.3K	0.46%	45
2023 Q1	$605K	Buy	8,146 +995	+14%	+$84.4K	0.57%	49
2022 Q4	$600K	Sell	7,151 -313	-4%	-$26.9K	0.57%	49
2022 Q3	$539K	Buy	7,464 +856	+13%	+$61.5K	0.47%	62
2022 Q2	$441K	Buy	6,608 +2,818	+74%	+$198K	0.37%	89
2022 Q1	$278K	Buy	+3,790	New	+$274K	0.19%	140