Procyon Advisors’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	$1.08M	Buy	13,542 +8,170	+152%	+$649K	0.1%	181
2025 Q1	$399K	Buy	+5,372	New	+$399K	0.02%	415
2020 Q2	–	Sell	-30	Closed	-$1K	–	1159
2020 Q1	$1K	Sell	30 -6	-17%	-$200	﹤0.01%	948
2019 Q4	$2K	Buy	+36	New	+$2K	﹤0.01%	904