Sit Investment Associates’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	$46K	Hold	575	–	–	﹤0.01%	500
2025 Q1	$49K	Hold	575	–	–	﹤0.01%	503
2024 Q4	$45K	Hold	575	–	–	﹤0.01%	511
2024 Q3	$49K	Hold	575	–	–	﹤0.01%	521
2024 Q2	$45K	Hold	575	–	–	﹤0.01%	511
2024 Q1	$50K	Hold	575	–	–	﹤0.01%	499
2023 Q4	$45K	Hold	575	–	–	﹤0.01%	513
2023 Q3	$41K	Hold	575	–	–	﹤0.01%	506
2023 Q2	$44K	Hold	575	–	–	﹤0.01%	522
2023 Q1	$43K	Hold	575	–	–	﹤0.01%	511
2022 Q4	$48K	Hold	575	–	–	﹤0.01%	516
2022 Q3	$41K	Sell	575 -497	-46%	-$35.4K	﹤0.01%	503
2022 Q2	$72K	Hold	1,072	–	–	﹤0.01%	488
2022 Q1	$79K	Hold	1,072	–	–	﹤0.01%	491
2021 Q4	$78K	Buy	+1,072	New	+$78K	﹤0.01%	493
2021 Q3	–	Sell	-1,072	Closed	-$68K	–	518
2021 Q2	$68K	Hold	1,072	–	–	﹤0.01%	507
2021 Q1	$64K	Hold	1,072	–	–	﹤0.01%	505
2020 Q4	$53K	Hold	1,072	–	–	﹤0.01%	501
2020 Q3	$43K	Hold	1,072	–	–	﹤0.01%	499
2020 Q2	$45K	Hold	1,072	–	–	﹤0.01%	506
2020 Q1	$34K	Hold	1,072	–	–	﹤0.01%	517
2019 Q4	$59K	Hold	1,072	–	–	﹤0.01%	496
2019 Q3	$61K	Hold	1,072	–	–	﹤0.01%	499
2019 Q2	$62K	Hold	1,072	–	–	﹤0.01%	513
2019 Q1	$54K	Hold	1,072	–	–	﹤0.01%	518
2018 Q4	$47K	Hold	1,072	–	–	﹤0.01%	519
2018 Q3	$63K	Hold	1,072	–	–	﹤0.01%	512
2018 Q2	$57K	Sell	1,072 -64	-6%	-$3.4K	﹤0.01%	516
2018 Q1	$69K	Hold	1,136	–	–	﹤0.01%	515
2017 Q4	$80K	Buy	1,136 +1,072	+1,675%	+$75.5K	﹤0.01%	509
2017 Q3	$4K	Hold	64	–	–	﹤0.01%	603
2017 Q2	$4K	Buy	+64	New	+$4K	﹤0.01%	582