SouthState Corp’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	$4.42K	Hold	49	–	–	﹤0.01%	773
2025 Q4	$4.32K	Sell	49 -15	-23%	-$1.27K	﹤0.01%	832
2025 Q3	$5.31K	Sell	64 -15	-19%	-$1.2K	﹤0.01%	753
2025 Q2	$6.28K	Sell	79 -134	-63%	-$10.3K	﹤0.01%	869
2025 Q1	$18K	Buy	213 +156	+274%	+$13K	﹤0.01%	711
2024 Q4	$4.41K	Hold	57	–	–	﹤0.01%	587
2024 Q3	$4.9K	Hold	57	–	–	﹤0.01%	522
2024 Q2	$4.47K	Buy	+57	New	+$4.63K	﹤0.01%	540
2023 Q3	–	Sell	-114	Closed	-$8.65K	–	670
2023 Q2	$8.65K	Hold	114	–	–	﹤0.01%	480
2023 Q1	$8.47K	Hold	114	–	–	﹤0.01%	523
2022 Q4	$9.57K	Hold	114	–	–	﹤0.01%	561
2022 Q3	$8K	Hold	114	–	–	﹤0.01%	564
2022 Q2	$8K	Buy	+114	New	+$8.02K	﹤0.01%	605