SRH Advisors’s Principal Financial Group PFG Stock Holding History

SRH Advisors’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$16.8K	Hold	211	–	–	0.01%	175
2025 Q1	$17.8K	Hold	211	–	–	0.01%	174
2024 Q4	$16.3K	Hold	211	–	–	﹤0.01%	183
2024 Q3	$18.1K	Hold	211	–	–	0.01%	180
2024 Q2	$16.6K	Hold	211	–	–	0.01%	184
2024 Q1	$18.2K	Hold	211	–	–	0.01%	176
2023 Q4	$16.6K	Hold	211	–	–	0.01%	175
2023 Q3	$15.2K	Hold	211	–	–	0.01%	168
2023 Q2	$15.7K	Hold	211	–	–	0.01%	170
2023 Q1	$16K	Hold	211	–	–	0.01%	169
2022 Q4	$18K	Hold	211	–	–	0.01%	162
2022 Q3	$15K	Hold	211	–	–	0.02%	183
2022 Q2	$14K	Hold	211	–	–	0.02%	184
2022 Q1	$15K	Hold	211	–	–	0.02%	195
2021 Q4	$15K	Hold	211	–	–	0.02%	196
2021 Q3	$14K	Hold	211	–	–	0.02%	196
2021 Q2	$13K	Hold	211	–	–	0.02%	200
2021 Q1	$13K	Hold	211	–	–	0.02%	192
2020 Q4	$10K	Hold	211	–	–	0.02%	200
2020 Q3	$9K	Hold	211	–	–	0.02%	188
2020 Q2	$9K	Hold	211	–	–	0.02%	176
2020 Q1	$7K	Hold	211	–	–	0.02%	181
2019 Q4	$12K	Hold	211	–	–	0.04%	158
2019 Q3	$12K	Hold	211	–	–	0.04%	152
2019 Q2	$12K	Hold	211	–	–	0.04%	159
2019 Q1	$11K	Hold	211	–	–	0.04%	149
2018 Q4	$9K	Hold	211	–	–	0.03%	163
2018 Q3	$12K	Hold	211	–	–	0.04%	167
2018 Q2	$11K	Hold	211	–	–	0.04%	160
2018 Q1	$13K	Hold	211	–	–	0.05%	132
2017 Q4	$15K	Hold	211	–	–	0.06%	122
2017 Q3	$14K	Hold	211	–	–	0.06%	122
2017 Q2	$14K	Hold	211	–	–	0.07%	99
2017 Q1	$13K	Hold	211	–	–	0.06%	101
2016 Q4	$12K	Hold	211	–	–	0.06%	103
2016 Q3	$11K	Hold	211	–	–	0.06%	106
2016 Q2	$9K	Hold	211	–	–	0.05%	118
2016 Q1	$8K	Hold	211	–	–	0.04%	125
2015 Q4	$9K	Hold	211	–	–	0.05%	112
2015 Q3	$10K	Hold	211	–	–	0.06%	101
2015 Q2	$11K	Hold	211	–	–	0.07%	103
2015 Q1	$11K	Hold	211	–	–	0.07%	93
2014 Q4	$11K	Hold	211	–	–	0.07%	95
2014 Q3	$11K	Hold	211	–	–	0.08%	92
2014 Q2	$11K	Hold	211	–	–	0.09%	92
2014 Q1	$10K	Hold	211	–	–	0.08%	96
2013 Q4	$10K	Buy	+211	New	+$10K	0.1%	95