PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Belpointe Asset Management LLC's Holding History (CIK: 0001721242)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 4,983 Value ($000) $413 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 5,209 Value ($000) $414 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 4,726 Value ($000) $399 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 4,040 Value ($000) $329 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 4,452 Value ($000) $382 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 3,332 Value ($000) $261 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 3,169 Value ($000) $274 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 3,123 Value ($000) $246 Avg Close $66.95 Range $61.01 - $74.62
Q1 2023
Shares 4,017 Value ($000) $299 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 3,275 Value ($000) $275 Avg Close $76.60 Range $63.98 - $85.66
Q3 2022
Shares 3,028 Value ($000) $218 Avg Close $63.59 Range $53.91 - $71.08
Q2 2022
Shares 2,183 Value ($000) $146 Avg Close $61.74 Range $54.73 - $67.59
Q1 2022
Shares 2,240 Value ($000) $164 Avg Close $62.90 Range $55.77 - $69.64
Q4 2021
Shares 1,905 Value ($000) $138 Avg Close $60.13 Range $55.15 - $64.05
Q3 2021
Shares 1,905 Value ($000) $123 Avg Close $54.80 Range $49.91 - $58.19
Q2 2021
Shares 1,905 Value ($000) $120 Avg Close $54.06 Range $50.22 - $57.29
Q1 2021
Shares 1,905 Value ($000) $114 Avg Close $46.72 Range $39.67 - $52.22
Q3 2020
Shares 34,946 Value ($000) $1,408 Avg Close $34.89 Range $30.57 - $38.63
Q2 2020
Shares 2,610 Value ($000) $108 Avg Close $29.50 Range $20.74 - $40.21
Q4 2019
Shares 3,882 Value ($000) $214 Avg Close $43.18 Range $41.15 - $45.39
Q3 2019
Shares 3,110 Value ($000) $178 Avg Close $43.94 Range $40.43 - $47.31
Q2 2019
Shares 3,290 Value ($000) $191 Avg Close $42.59 Range $39.04 - $45.56
Q1 2019
Shares 3,298 Value ($000) $166 Avg Close $37.93 Range $32.97 - $41.01
Q4 2017
Shares 7,012 Value ($000) $495 Avg Close $50.32 Range $46.97 - $52.86
Q3 2017
Shares 7,226 Value ($000) $465 Avg Close $46.64 Range $43.45 - $48.99