Romano Brothers & Co’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	$557K	Hold	6,185	–	–	0.06%	216
2025 Q4	$546K	Hold	6,185	–	–	0.06%	218
2025 Q3	$513K	Hold	6,185	–	–	0.06%	221
2025 Q2	$491K	Sell	6,185 -300	-5%	-$23K	0.06%	217
2025 Q1	$547K	Hold	6,485	–	–	0.07%	207
2024 Q4	$502K	Hold	6,485	–	–	0.06%	211
2024 Q3	$557K	Hold	6,485	–	–	0.07%	205
2024 Q2	$509K	Hold	6,485	–	–	0.07%	209
2024 Q1	$560K	Buy	6,485 +1,457	+29%	+$117K	0.08%	197
2023 Q4	$396K	Sell	5,028 -250	-5%	-$18.1K	0.06%	220
2023 Q3	$380K	Hold	5,278	–	–	0.06%	226
2023 Q2	$400K	Sell	5,278 -175	-3%	-$12.6K	0.06%	231
2023 Q1	$405K	Sell	5,453 -175	-3%	-$14.8K	0.06%	230
2022 Q4	$472K	Hold	5,628	–	–	0.07%	210
2022 Q3	$406K	Buy	+5,628	New	+$404K	0.07%	216