Rehmann Capital Advisory Group’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
2023 Q4	–	Sell	-2,980	Closed	-$215K	–	557
2023 Q3	$215K	Sell	2,980 -127	-4%	-$9.86K	0.02%	477
2023 Q2	$236K	Sell	3,107 -305	-9%	-$22K	0.02%	483
2023 Q1	$254K	Buy	3,412 +34	+1%	+$2.88K	0.02%	461
2022 Q4	$283K	Buy	3,378 +494	+17%	+$42.4K	0.03%	429
2022 Q3	$208K	Buy	+2,884	New	+$207K	0.02%	479
2020 Q2	–	Sell	-9,341	Closed	-$293K	–	434
2020 Q1	$293K	Buy	+9,341	New	+$442K	0.05%	290
2019 Q3	$3.37K	Buy	59 +12	+26%	+$676	﹤0.01%	1309
2019 Q2	$2.72K	Sell	47 -32	-41%	-$1.76K	﹤0.01%	1712
2019 Q1	$3.96K	Buy	79 +25	+46%	+$1.24K	﹤0.01%	1588
2018 Q4	$2.38K	Sell	54 -423	-89%	-$20.8K	﹤0.01%	1417
2018 Q3	$28K	Buy	477 +35	+8%	+$1.95K	﹤0.01%	1010
2018 Q2	$23.4K	Buy	442 +3	+0.7%	+$174	﹤0.01%	1045
2018 Q1	$27K	Buy	+439	New	+$28.9K	﹤0.01%	983