Caldwell Trust’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.7K | Hold |
235
|
|
||||
|
2025
Q1 | $19.8K | Hold |
235
|
|
||||
|
2024
Q4 | $18.2K | Hold |
235
|
|
||||
|
2024
Q3 | $20.2K | Hold |
235
|
|
||||
|
2024
Q2 | $18.4K | Hold |
235
|
|
||||
|
2024
Q1 | $20.3K | Hold |
235
|
|
||||
|
2023
Q4 | $18.5K | Hold |
235
|
|
||||
|
2023
Q3 | $16.9K | Hold |
235
|
|
||||
|
2023
Q2 | $17.8K | Sell |
235
-100
|
|
||||
|
2023
Q1 | $24.9K | Hold |
335
|
|
||||
|
2022
Q4 | $28.1K | Buy |
335
+13
|
|
||||
|
2022
Q3 | $23.2K | Hold |
322
|
|
||||
|
2022
Q2 | $21.5K | Buy |
322
+25
|
|
||||
|
2022
Q1 | $21.8K | Hold |
297
|
|
||||
|
2021
Q4 | $21.5K | Hold |
297
|
|
||||
|
2021
Q3 | $19.1K | Hold |
297
|
|
||||
|
2021
Q2 | $18.8K | Hold |
297
|
|
||||
|
2021
Q1 | $17.8K | Hold |
297
|
|
||||
|
2020
Q4 | $14.7K | Hold |
297
|
|
||||
|
2020
Q3 | $12K | Hold |
297
|
|
||||
|
2020
Q2 | $12.3K | Hold |
297
|
|
||||
|
2020
Q1 | $9.31K | Hold |
297
|
|
||||
|
2019
Q4 | $16.3K | Buy |
+297
|
|