SJS Investment Consulting’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	$39K	Hold	433	–	–	﹤0.01%	476
2025 Q4	$38.2K	Buy	433 +266	+159%	+$22.5K	﹤0.01%	446
2025 Q3	$13.8K	Buy	167 +2	+1%	+$160	﹤0.01%	581
2025 Q2	$13.1K	Sell	165 -15	-8%	-$1.15K	﹤0.01%	320
2025 Q1	$15.2K	Hold	180	–	–	﹤0.01%	316
2024 Q4	$13.9K	Sell	180 -5	-3%	-$421	﹤0.01%	319
2024 Q3	$15.9K	Buy	185 +151	+444%	+$12.2K	﹤0.01%	315
2024 Q2	$2.67K	Hold	34	–	–	﹤0.01%	607
2024 Q1	$2.94K	Buy	34 +5	+17%	+$401	﹤0.01%	601
2023 Q4	$2.28K	Sell	29 -14	-33%	-$1.01K	﹤0.01%	609
2023 Q3	$3.1K	Buy	43 +2	+5%	+$155	﹤0.01%	471
2023 Q2	$3.11K	Buy	41 +17	+71%	+$1.23K	﹤0.01%	453
2023 Q1	$1.78K	Sell	24 -17	-41%	-$1.44K	﹤0.01%	644
2022 Q4	$3.44K	Buy	41 +22	+116%	+$1.89K	﹤0.01%	431
2022 Q3	$1K	Buy	+19	New	+$1.36K	﹤0.01%	858
2022 Q1	$0	Buy	+5	New	+$362	﹤0.01%	1182