West 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	$163K	Sell	1,511 -295	-16%	-$30K	0.02%	72
2026 Q1	$163K	Hold	1,806	–	–	0.03%	67
2025 Q4	$159K	Hold	1,806	–	–	0.03%	63
2025 Q3	$150K	Sell	1,806 -24	-1%	-$1.92K	0.02%	70
2025 Q2	$145K	Sell	1,830 -40	-2%	-$3.07K	0.03%	69
2025 Q1	$158K	Hold	1,870	–	–	0.03%	66
2024 Q4	$145K	Sell	1,870 -579	-24%	-$48.8K	0.03%	67
2024 Q3	$210K	Buy	2,449 +18	+0.7%	+$1.45K	0.04%	54
2024 Q2	$191K	Sell	2,431 -31	-1%	-$2.52K	0.04%	56
2024 Q1	$212K	Hold	2,462	–	–	0.05%	55
2023 Q4	$194K	Sell	2,462 -53	-2%	-$3.84K	0.04%	55
2023 Q3	$181K	Sell	2,515 -10	-0.4%	-$776	0.05%	54
2023 Q2	$191K	Buy	2,525 +754	+43%	+$54.3K	0.05%	54
2023 Q1	$132K	Sell	1,771 -55	-3%	-$4.67K	0.03%	61
2022 Q4	$153K	Sell	1,826 -36	-2%	-$3.09K	0.04%	56
2022 Q3	$134K	Buy	1,862 +194	+12%	+$13.9K	0.04%	66
2022 Q2	$111K	Sell	1,668 -145	-8%	-$10.2K	0.03%	74
2022 Q1	$133K	Buy	1,813 +125	+7%	+$9.05K	0.04%	72
2021 Q4	$122K	Hold	1,688	–	–	0.03%	76
2021 Q3	$109K	Buy	1,688 +1,274	+308%	+$81.8K	0.03%	74
2021 Q2	$26K	Sell	414 -185	-31%	-$11.8K	0.01%	107
2021 Q1	$36K	Buy	599 +185	+45%	+$10.3K	0.01%	98
2020 Q4	$21K	Buy	+414	New	+$19K	0.01%	109

Other funds holding PFG