TS Financial Group (TSFG)’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	$234K	Buy	2,593 +23	+0.9%	+$2.1K	0.04%	167
2025 Q4	$227K	Buy	2,570 +22	+0.9%	+$1.86K	0.03%	162
2025 Q3	$211K	Buy	2,548 +24	+1%	+$1.92K	0.03%	169
2025 Q2	$201K	Buy	2,524 +23	+0.9%	+$1.77K	0.04%	165
2025 Q1	$211K	Buy	2,501 +22	+0.9%	+$1.83K	0.04%	150
2024 Q4	$192K	Hold	2,479	–	–	0.04%	153
2024 Q3	$213K	Hold	2,479	–	–	0.05%	142
2024 Q2	$194K	Hold	2,479	–	–	0.05%	147
2024 Q1	$214K	Hold	2,479	–	–	0.05%	138
2023 Q4	$195K	Hold	2,479	–	–	0.06%	139
2023 Q3	$179K	Hold	2,479	–	–	0.06%	145
2023 Q2	$188K	Hold	2,479	–	–	0.07%	135
2023 Q1	$184K	Hold	2,479	–	–	0.07%	133
2022 Q4	$208K	Hold	2,479	–	–	0.08%	121
2022 Q3	$179K	Sell	2,479 -28	-1%	-$2.01K	0.08%	122
2022 Q2	$167K	Buy	2,507 +28	+1%	+$1.97K	0.07%	127
2022 Q1	$182K	Hold	2,479	–	–	0.07%	132
2021 Q4	$179K	Hold	2,479	–	–	0.06%	141
2021 Q3	$160K	Hold	2,479	–	–	0.06%	157
2021 Q2	$157K	Hold	2,479	–	–	0.06%	160
2021 Q1	$149K	Hold	2,479	–	–	0.08%	137
2020 Q4	$123K	Hold	2,479	–	–	0.07%	142
2020 Q3	$100K	Hold	2,479	–	–	0.06%	140
2020 Q2	$103K	Hold	2,479	–	–	0.07%	137
2020 Q1	$78K	Hold	2,479	–	–	0.07%	138
2019 Q4	$136K	Hold	2,479	–	–	0.1%	115
2019 Q3	$142K	Hold	2,479	–	–	0.11%	110
2019 Q2	$144K	Hold	2,479	–	–	0.12%	104
2019 Q1	$124K	Buy	+2,479	New	+$123K	0.11%	117