Rothschild Investment LLC’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	$409K	Buy	4,542 +105	+2%	+$9.6K	0.02%	456
2025 Q4	$391K	Buy	4,437 +1,055	+31%	+$89K	0.02%	429
2025 Q3	$280K	Buy	3,382 +298	+10%	+$23.8K	0.02%	498
2025 Q2	$245K	Buy	3,084 +14	+0.5%	+$1.07K	0.02%	459
2025 Q1	$259K	Sell	3,070 -19	-0.6%	-$1.58K	0.02%	447
2024 Q4	$239K	Buy	3,089 +6	+0.2%	+$506	0.02%	464
2024 Q3	$265K	Sell	3,083 -109	-3%	-$8.8K	0.02%	449
2024 Q2	$250K	Sell	3,192 -132	-4%	-$10.7K	0.02%	450
2024 Q1	$287K	Buy	3,324 +60	+2%	+$4.82K	0.02%	410
2023 Q4	$257K	Buy	+3,264	New	+$236K	0.02%	375
2023 Q1	–	Sell	-2,580	Closed	-$217K	–	495
2022 Q4	$217K	Buy	+2,580	New	+$221K	0.02%	427