Wolff Financial Management’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$621K	Hold	7,815	–	–	0.16%	57
2025 Q1	$659K	Hold	7,815	–	–	0.18%	56
2024 Q4	$605K	Hold	7,815	–	–	0.17%	58
2024 Q3	$671K	Hold	7,815	–	–	0.18%	56
2024 Q2	$613K	Hold	7,815	–	–	0.45%	26
2024 Q1	$675K	Hold	7,815	–	–	0.2%	53
2023 Q4	$615K	Hold	7,815	–	–	0.19%	55
2023 Q3	$563K	Hold	7,815	–	–	0.19%	59
2023 Q2	$593K	Hold	7,815	–	–	0.52%	23
2023 Q1	$581K	Hold	7,815	–	–	0.2%	62
2022 Q4	$656K	Hold	7,815	–	–	0.24%	55
2022 Q3	$563K	Hold	7,815	–	–	0.26%	57
2022 Q2	$522K	Hold	7,815	–	–	0.23%	65
2022 Q1	$574K	Hold	7,815	–	–	0.23%	64
2021 Q4	$565K	Hold	7,815	–	–	0.21%	66
2021 Q3	$503K	Buy	+7,815	New	+$503K	0.44%	25
2021 Q1	$469K	Hold	7,815	–	–	0.22%	72
2020 Q4	$388K	Hold	7,815	–	–	0.2%	70
2020 Q3	$315K	Hold	7,815	–	–	0.19%	71
2020 Q2	$325K	Hold	7,815	–	–	0.21%	67
2020 Q1	$245K	Hold	7,815	–	–	0.19%	72
2019 Q4	$430K	Hold	7,815	–	–	0.29%	57
2019 Q3	$447K	Buy	7,815 +2,757	+55%	+$158K	0.33%	54
2019 Q2	$293K	Hold	5,058	–	–	0.23%	68
2019 Q1	$254K	Hold	5,058	–	–	0.21%	71
2018 Q4	$223K	Buy	+5,058	New	+$223K	0.22%	72