PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Adams Wealth Management's Holding History (CIK: 0001803084)

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

Q4 2025
Shares 3,129 Value ($000) $276 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 3,698 Value ($000) $307 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 3,930 Value ($000) $312 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 10,688 Value ($000) $902 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 10,884 Value ($000) $842 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 9,526 Value ($000) $818 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 9,588 Value ($000) $752 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 12,231 Value ($000) $1,056 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 12,764 Value ($000) $1,004 Avg Close $66.95 Range $61.01 - $74.62
Q3 2023
Shares 13,240 Value ($000) $954 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 13,555 Value ($000) $1,028 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 13,204 Value ($000) $981 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 11,639 Value ($000) $977 Avg Close $76.60 Range $63.98 - $85.66
Q3 2022
Shares 11,332 Value ($000) $818 Avg Close $63.59 Range $53.91 - $71.08
Q2 2022
Shares 12,016 Value ($000) $803 Avg Close $61.74 Range $54.73 - $67.59
Q1 2022
Shares 12,293 Value ($000) $902 Avg Close $62.90 Range $55.77 - $69.64
Q4 2021
Shares 12,948 Value ($000) $937 Avg Close $60.13 Range $55.15 - $64.05
Q3 2021
Shares 14,360 Value ($000) $925 Avg Close $54.80 Range $49.91 - $58.19
Q2 2021
Shares 16,185 Value ($000) $1,023 Avg Close $54.06 Range $50.22 - $57.29
Q1 2021
Shares 16,883 Value ($000) $1,012 Avg Close $46.72 Range $39.67 - $52.22
Q4 2020
Shares 18,063 Value ($000) $896 Avg Close $37.97 Range $30.95 - $44.00
Q3 2020
Shares 19,109 Value ($000) $770 Avg Close $34.89 Range $30.57 - $38.63
Q2 2020
Shares 20,025 Value ($000) $832 Avg Close $29.50 Range $20.74 - $40.21
Q1 2020
Shares 15,687 Value ($000) $492 Avg Close $37.70 Range $18.74 - $45.40
Q4 2019
Shares 13,458 Value ($000) $740 Avg Close $43.18 Range $41.15 - $45.39