Tucker Asset 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	$8.03K	Buy	+91	New	+$7.68K	﹤0.01%	619
2025 Q1	–	Sell	-91	Closed	-$7.04K	–	768
2024 Q4	$7.04K	Hold	91	–	–	﹤0.01%	877
2024 Q3	$7.82K	Sell	91 -18	-17%	-$1.45K	﹤0.01%	780
2024 Q2	$8.55K	Hold	109	–	–	﹤0.01%	896
2024 Q1	$9.41K	Buy	109 +91	+506%	+$7.3K	﹤0.01%	882
2023 Q4	$1.42K	Hold	18	–	–	﹤0.01%	1202
2023 Q3	$1.3K	Hold	18	–	–	﹤0.01%	1117
2023 Q2	$1.36K	Hold	18	–	–	﹤0.01%	917
2023 Q1	$1.34K	Hold	18	–	–	﹤0.01%	948
2022 Q4	$1.54K	Hold	18	–	–	﹤0.01%	595
2022 Q3	$1.59K	Hold	18	–	–	﹤0.01%	597
2022 Q2	$1.2K	Hold	18	–	–	﹤0.01%	507
2022 Q1	$1.32K	Hold	18	–	–	﹤0.01%	478
2021 Q4	$1.3K	Hold	18	–	–	﹤0.01%	387
2021 Q3	$1.21K	Hold	18	–	–	﹤0.01%	325
2021 Q2	$1.14K	Hold	18	–	–	﹤0.01%	310
2021 Q1	$1.08K	Hold	18	–	–	﹤0.01%	297
2020 Q4	$893	Buy	+18	New	+$825	﹤0.01%	324