Steele Capital Management’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-7,319	Closed	-$574K	–	133
2024 Q2	$574K	Sell	7,319 -172	-2%	-$13.5K	0.03%	94
2024 Q1	$647K	Buy	7,491 +1,699	+29%	+$147K	0.04%	84
2023 Q4	$456K	Buy	+5,792	New	+$456K	0.03%	98