Resolute Wealth Strategies’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
2025 Q4	–	Sell	-3,073	Closed	-$255K	–	111
2025 Q3	$255K	Buy	3,073 +15	+0.5%	+$1.2K	0.12%	94
2025 Q2	$243K	Buy	3,058 +15	+0.5%	+$1.15K	0.13%	97
2025 Q1	$257K	Buy	3,043 +14	+0.5%	+$1.16K	0.14%	87
2024 Q4	$234K	Buy	3,029 +15	+0.5%	+$1.26K	0.12%	86
2024 Q3	$259K	Sell	3,014 -1,460	-33%	-$118K	0.13%	83
2024 Q2	$351K	Buy	4,474 +14	+0.3%	+$1.14K	0.2%	65
2024 Q1	$385K	Buy	4,460 +12	+0.3%	+$963	0.23%	66
2023 Q4	$350K	Sell	4,448 -1,027	-19%	-$74.4K	0.24%	60
2023 Q3	$395K	Buy	5,475 +4	+0.1%	+$310	0.3%	54
2023 Q2	$415K	Buy	5,471 +4	+0.1%	+$288	0.32%	50
2023 Q1	$406K	Buy	+5,467	New	+$464K	0.35%	49