Stoneridge Investment Partners’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 Q4	–	Sell	-30,284	Closed	-$2.6M	–	159
2024 Q3	$2.6M	Buy	30,284 +984	+3%	+$84.5K	0.97%	31
2024 Q2	$2.3M	Buy	+29,300	New	+$2.3M	0.87%	36