Teza Capital Management’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	–	Sell	-2,793	Closed	-$232K	–	87
2025 Q3	$232K	Sell	2,793 -1,678	-38%	-$134K	1.25%	39
2025 Q2	$355K	Sell	4,471 -13,207	-75%	-$1.01M	0.26%	151
2025 Q1	$1.49M	Buy	17,678 +12,877	+268%	+$1.07M	0.68%	16
2024 Q4	$372K	Buy	+4,801	New	+$405K	0.06%	325
2024 Q3	–	Sell	-11,461	Closed	-$899K	–	706
2024 Q2	$899K	Buy	+11,461	New	+$931K	0.11%	262
2024 Q1	–	Sell	-53,007	Closed	-$4.17M	–	704
2023 Q4	$4.17M	Buy	53,007 +44,297	+509%	+$3.21M	0.7%	26
2023 Q3	$628K	Buy	+8,710	New	+$676K	0.1%	278
2021 Q4	–	Sell	-7,663	Closed	-$493K	–	517
2021 Q3	$493K	Buy	+7,663	New	+$492K	0.24%	128
2021 Q1	–	Sell	-4,408	Closed	-$219K	–	534
2020 Q4	$219K	Buy	+4,408	New	+$202K	0.12%	241
2020 Q3	–	Sell	-19,517	Closed	-$811K	–	550
2020 Q2	$811K	Buy	+19,517	New	+$712K	0.18%	167
2019 Q4	–	Sell	-5,190	Closed	-$297K	–	688
2019 Q3	$297K	Buy	+5,190	New	+$292K	0.08%	380
2019 Q2	–	Sell	-14,980	Closed	-$752K	–	433
2019 Q1	$752K	Buy	+14,980	New	+$742K	0.4%	84