TD 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
2025 Q2	$28.3K	Buy	357 +4	+1%	+$318	﹤0.01%	276
2025 Q1	$29.8K	Buy	353 +3	+0.9%	+$253	﹤0.01%	223
2024 Q4	$27.1K	Buy	350 +3	+0.9%	+$232	﹤0.01%	220
2024 Q3	$29.8K	Buy	+347	New	+$29.8K	﹤0.01%	227