AMG National Trust Bank’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.35M | Sell |
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|
2025
Q1 | $8.91M | Hold |
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|
2024
Q4 | $8.15M | Sell |
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|
2024
Q3 | $9.34M | Sell |
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|
2024
Q2 | $9.48M | Buy |
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|
2024
Q1 | $8.68M | Sell |
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|
2023
Q4 | $8.89M | Buy |
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|
2023
Q3 | $5.58M | Sell |
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|
2023
Q2 | $7.59M | Buy |
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|
2023
Q1 | $6.27M | Sell |
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|
2022
Q4 | $7.46M | Sell |
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|
2022
Q3 | $8.45M | Buy |
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|
2022
Q2 | $6.13M | Buy |
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|
2022
Q1 | $5.81M | Sell |
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|
2021
Q4 | $7.37M | Sell |
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|
2021
Q3 | $6.78M | Hold |
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|
2021
Q2 | $6.66M | Sell |
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|
2021
Q1 | $6.51M | Sell |
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|
2020
Q4 | $5.64M | Sell |
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|
2020
Q3 | $6.22M | Sell |
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|
2020
Q2 | $6.96M | Buy |
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|
2020
Q1 | $5.09M | Hold |
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|
2019
Q4 | $8.94M | Buy |
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|
2019
Q3 | $6.56M | Sell |
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|
2019
Q2 | $7.51M | Buy |
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|
2019
Q1 | $3.87M | Sell |
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|
2018
Q4 | $3.45M | Sell |
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|
2018
Q3 | $4.71M | Buy |
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|
2018
Q2 | $3.92M | Buy |
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|
2018
Q1 | $4.32M | Hold |
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|
2017
Q4 | $5M | Sell |
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|
2017
Q3 | $5.94M | Sell |
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|
2017
Q2 | $6.59M | Buy |
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|
2017
Q1 | $5.4M | Sell |
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|
2016
Q4 | $7.59M | Buy |
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|
2016
Q3 | $5.51M | Buy |
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|
2016
Q2 | $4.13M | Buy |
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|
2016
Q1 | $3.95M | Buy |
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|
2015
Q4 | $4.49M | Buy |
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|
2015
Q3 | $4.73M | Buy |
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|
2015
Q2 | $481K | Hold |
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|
2015
Q1 | $482K | Hold |
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|
2014
Q4 | $487K | Hold |
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|
2014
Q3 | $492K | Buy |
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|
2014
Q2 | $370K | Buy |
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|
2014
Q1 | $326K | Sell |
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|
2013
Q4 | $355K | Buy |
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|
2013
Q3 | $304K | Buy |
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|
2013
Q2 | $259K | Buy |
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