Stephens 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
2025 Q4	$64K	Hold	725	–	–	0.02%	121
2025 Q3	$60.1K	Sell	725 -1	-0.1%	-$80	0.02%	124
2025 Q2	$57.7K	Buy	726 +1	+0.1%	+$77	0.01%	181
2025 Q1	$61.2K	Hold	725	–	–	0.02%	173
2024 Q4	$56.1K	Hold	725	–	–	0.01%	179
2024 Q3	$62.3K	Hold	725	–	–	0.02%	173
2024 Q2	$56.9K	Hold	725	–	–	0.02%	171
2024 Q1	$62.6K	Hold	725	–	–	0.02%	156
2023 Q4	$57K	Hold	725	–	–	0.02%	165
2023 Q3	$52.3K	Hold	725	–	–	0.02%	160
2023 Q2	$55K	Hold	725	–	–	0.02%	153
2023 Q1	$53.9K	Hold	725	–	–	0.03%	164
2022 Q4	$60.8K	Hold	725	–	–	0.04%	155
2022 Q3	$52.3K	Hold	725	–	–	0.05%	170
2022 Q2	$48.4K	Hold	725	–	–	0.04%	171
2022 Q1	$53.2K	Hold	725	–	–	0.04%	180
2021 Q4	$52.4K	Buy	+725	New	+$50.6K	0.04%	196