SageView Advisory Group’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	$216K	Sell	2,452 -25	-1%	-$2.11K	0.01%	575
2025 Q3	$205K	Sell	2,477 -61	-2%	-$4.88K	0.01%	625
2025 Q2	$204K	Sell	2,538 -237	-9%	-$18.2K	0.01%	600
2025 Q1	$234K	Sell	2,775 -141	-5%	-$11.7K	0.01%	542
2024 Q4	$226K	Buy	2,916 +229	+9%	+$19.3K	0.01%	537
2024 Q3	$231K	Sell	2,687 -415	-13%	-$33.5K	0.01%	465
2024 Q2	$243K	Buy	+3,102	New	+$252K	0.01%	493
2024 Q1	–	Sell	-5,154	Closed	-$416K	–	740
2023 Q4	$416K	Sell	5,154 -3,200	-38%	-$232K	0.02%	435
2023 Q3	$602K	Sell	8,354 -2,944	-26%	-$229K	0.03%	302
2023 Q2	$857K	Sell	11,298 -393	-3%	-$28.3K	0.05%	251
2023 Q1	$869K	Buy	+11,691	New	+$992K	0.06%	227