Reilly Financial 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
2021 Q4	$72K	Hold	1,000	–	–	0.01%	341
2021 Q3	$64K	Sell	1,000 -32	-3%	-$2.05K	0.01%	335
2021 Q2	$65K	Hold	1,032	–	–	0.01%	335
2021 Q1	$62K	Hold	1,032	–	–	0.01%	323
2020 Q4	$51K	Buy	1,032 +1,000	+3,125%	+$49.4K	﹤0.01%	332
2020 Q3	$1K	Sell	32 -83	-72%	-$2.59K	﹤0.01%	809
2020 Q2	$5K	Hold	115	–	–	﹤0.01%	708
2020 Q1	$4K	Hold	115	–	–	﹤0.01%	719
2019 Q4	$6K	Hold	115	–	–	﹤0.01%	719
2019 Q3	$7K	Buy	115 +32	+39%	+$1.95K	﹤0.01%	693
2019 Q2	$5K	Hold	83	–	–	﹤0.01%	778
2019 Q1	$4K	Hold	83	–	–	﹤0.01%	828
2018 Q4	$4K	Hold	83	–	–	﹤0.01%	792
2018 Q3	$5K	Hold	83	–	–	﹤0.01%	832
2018 Q2	$4K	Hold	83	–	–	﹤0.01%	852
2018 Q1	$5K	Hold	83	–	–	﹤0.01%	780
2017 Q4	$6K	Hold	83	–	–	﹤0.01%	751
2017 Q3	$5K	Hold	83	–	–	﹤0.01%	760
2017 Q2	$5K	Hold	83	–	–	﹤0.01%	768
2017 Q1	$5K	Hold	83	–	–	﹤0.01%	739
2016 Q4	$5K	Hold	83	–	–	﹤0.01%	670
2016 Q3	$4K	Hold	83	–	–	﹤0.01%	681
2016 Q2	$3K	Hold	83	–	–	﹤0.01%	682
2016 Q1	$3K	Hold	83	–	–	﹤0.01%	779
2015 Q4	$4K	Hold	83	–	–	﹤0.01%	743
2015 Q3	$4K	Hold	83	–	–	﹤0.01%	1018
2015 Q2	$4K	Hold	83	–	–	﹤0.01%	1119
2015 Q1	$4K	Hold	83	–	–	﹤0.01%	1065
2014 Q4	$4K	Hold	83	–	–	﹤0.01%	667
2014 Q3	$4K	Hold	83	–	–	﹤0.01%	678
2014 Q2	$4K	Hold	83	–	–	﹤0.01%	711
2014 Q1	$4K	Hold	83	–	–	﹤0.01%	701
2013 Q4	$4K	Hold	83	–	–	﹤0.01%	714
2013 Q3	$4K	Hold	83	–	–	﹤0.01%	632
2013 Q2	$3K	Buy	+83	New	+$3K	﹤0.01%	710