Summit Securities Group’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	$2.88K	Sell	32 -266	-89%	-$24.3K	﹤0.01%	894
2025 Q4	$26.3K	Sell	298 -50	-14%	-$4.22K	﹤0.01%	748
2025 Q3	$28.9K	Buy	348 +210	+152%	+$16.8K	0.01%	700
2025 Q2	$11K	Buy	+138	New	+$10.6K	﹤0.01%	868
2024 Q1	–	Sell	-1	Closed	–	–	842
2023 Q4	$0	Buy	+1	New	+$72	﹤0.01%	888
2023 Q3	–	Sell	-296	Closed	-$22K	–	940
2023 Q2	$22K	Sell	296 -153	-34%	-$11K	0.01%	613
2023 Q1	$33K	Buy	449 +220	+96%	+$18.7K	0.01%	520
2022 Q4	$19K	Sell	229 -61	-21%	-$5.23K	﹤0.01%	919
2022 Q3	$21K	Sell	290 -202	-41%	-$14.5K	﹤0.01%	718
2022 Q2	$33K	Buy	492 +393	+397%	+$27.6K	0.01%	653
2022 Q1	$7K	Buy	+99	New	+$7.17K	﹤0.01%	915