Ruedi Wealth Management’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4	Closed	-$337	–	251
2025 Q1	$337	Hold	4	–	–	﹤0.01%	315
2024 Q4	$310	Hold	4	–	–	﹤0.01%	321
2024 Q3	$344	Sell	4 -4	-50%	-$344	﹤0.01%	329
2024 Q2	$628	Buy	+8	New	+$628	﹤0.01%	404