Principia Wealth Advisory’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.19K	Buy	15 +9	+150%	+$715	﹤0.01%	515
2025 Q1	$464	Buy	6 +2	+50%	+$155	﹤0.01%	590
2024 Q4	$310	Buy	+4	New	+$310	﹤0.01%	664