Valeo Financial Advisors’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 Q2	$343K	Buy	3,183 +40	+1%	+$4.06K	0.01%	574
2026 Q1	$283K	Buy	3,143 +179	+6%	+$16.4K	0.01%	572
2025 Q4	$261K	Buy	2,964 +243	+9%	+$20.5K	0.01%	672
2025 Q3	$226K	Buy	2,721 +188	+7%	+$15K	0.01%	721
2025 Q2	$201K	Buy	+2,533	New	+$194K	0.01%	711
2024 Q2	–	Sell	-3,029	Closed	-$249K	–	715
2024 Q1	$249K	Buy	+3,029	New	+$243K	0.01%	556
2021 Q2	–	Sell	-1,572	Closed	-$94K	–	1440
2021 Q1	$94K	Sell	1,572 -149	-9%	-$8.3K	﹤0.01%	648
2020 Q4	$85K	Hold	1,721	–	–	﹤0.01%	619
2020 Q3	$69K	Buy	1,721 +150	+10%	+$6.39K	0.01%	566
2020 Q2	$65K	Buy	1,571 +34	+2%	+$1.24K	0.01%	631
2020 Q1	$50K	Sell	1,537 -67	-4%	-$3.17K	0.01%	605
2019 Q4	$88K	Hold	1,604	–	–	0.01%	491
2019 Q3	$92K	Hold	1,604	–	–	0.01%	454
2019 Q2	$93K	Sell	1,604 -80	-5%	-$4.41K	0.01%	452
2019 Q1	$85K	Buy	1,684 +1,200	+248%	+$59.5K	0.01%	440
2018 Q4	$21K	Sell	484 -26	-5%	-$1.28K	﹤0.01%	697
2018 Q3	$24K	Buy	510 +106	+26%	+$5.91K	﹤0.01%	718
2018 Q2	$22K	Buy	404 +50	+14%	+$2.9K	﹤0.01%	740
2018 Q1	$22K	Hold	354	–	–	﹤0.01%	691
2017 Q4	$25K	Buy	354 +105	+42%	+$7.23K	﹤0.01%	620
2017 Q3	$16K	Buy	+249	New	+$16K	﹤0.01%	601

Other funds holding PFG