PSI 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	$1.36M	Buy	15,069 +1,388	+10%	+$127K	0.33%	43
2025 Q4	$1.21M	Buy	13,681 +491	+4%	+$41.4K	0.3%	46
2025 Q3	$1.09M	Hold	13,190	–	–	0.28%	48
2025 Q2	$1.05M	Buy	13,190 +2,829	+27%	+$217K	0.51%	28
2025 Q1	$874K	Buy	10,361 +277	+3%	+$23K	0.28%	47
2024 Q4	$781K	Sell	10,084 -200	-2%	-$16.9K	0.23%	59
2024 Q3	$883K	Hold	10,284	–	–	0.26%	58
2024 Q2	$807K	Hold	10,284	–	–	0.26%	58
2024 Q1	$888K	Hold	10,284	–	–	0.32%	56
2023 Q4	$809K	Hold	10,284	–	–	0.3%	60
2023 Q3	$741K	Sell	10,284 -2,709	-21%	-$210K	0.32%	58
2023 Q2	$985K	Hold	12,993	–	–	0.43%	46
2023 Q1	$966K	Sell	12,993 -521	-4%	-$44.2K	0.47%	46
2022 Q4	$1.13M	Sell	13,514 -1,783	-12%	-$153K	0.6%	33
2022 Q3	$1.1M	Hold	15,297	–	–	0.58%	33
2022 Q2	$1.02M	Sell	15,297 -834	-5%	-$58.7K	0.5%	39
2022 Q1	$1.18M	Buy	16,131 +103	+0.6%	+$7.46K	0.49%	43
2021 Q4	$1.16M	Buy	16,028 +501	+3%	+$35K	0.47%	42
2021 Q3	$1M	Hold	15,527	–	–	0.46%	42
2021 Q2	$981K	Sell	15,527 -2,000	-11%	-$128K	0.52%	43
2021 Q1	$1.05M	Buy	17,527 +2,782	+19%	+$155K	0.62%	41
2020 Q4	$731K	Hold	14,745	–	–	0.5%	44
2020 Q3	$593K	Sell	14,745 -21	-0.1%	-$895	0.45%	49
2020 Q2	$613K	Hold	14,766	–	–	0.49%	48
2020 Q1	$462K	Buy	14,766 +1,260	+9%	+$59.6K	0.42%	53
2019 Q4	$742K	Buy	+13,506	New	+$739K	0.48%	43