City State Bank’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 | $659K | Sell |
8,302
-405
| -5% | -$32.2K | 0.21% | 99 |
|
|
2025
Q1 | $735K | Sell |
8,707
-150
| -2% | -$12.7K | 0.24% | 85 |
|
|
2024
Q4 | $686K | Sell |
8,857
-545
| -6% | -$42.2K | 0.24% | 85 |
|
|
2024
Q3 | $808K | Buy |
9,402
+840
| +10% | +$72.2K | 0.29% | 75 |
|
|
2024
Q2 | $672K | Buy |
8,562
+346
| +4% | +$27.1K | 0.27% | 85 |
|
|
2024
Q1 | $709K | Buy |
8,216
+141
| +2% | +$12.2K | 0.31% | 75 |
|
|
2023
Q4 | $635K | Buy |
8,075
+650
| +9% | +$51.1K | 0.32% | 76 |
|
|
2023
Q3 | $535K | Sell |
7,425
-13
| -0.2% | -$937 | 0.29% | 82 |
|
|
2023
Q2 | $564K | Sell |
7,438
-220
| -3% | -$16.7K | 0.3% | 77 |
|
|
2023
Q1 | $569K | Buy |
7,658
+535
| +8% | +$39.8K | 0.33% | 77 |
|
|
2022
Q4 | $598K | Sell |
7,123
-1,140
| -14% | -$95.7K | 0.37% | 75 |
|
|
2022
Q3 | $596K | Sell |
8,263
-200
| -2% | -$14.4K | 0.42% | 61 |
|
|
2022
Q2 | $565K | Buy |
8,463
+1,872
| +28% | +$125K | 0.39% | 66 |
|
|
2022
Q1 | $484K | Sell |
6,591
-2,248
| -25% | -$165K | 0.29% | 94 |
|
|
2021
Q4 | $639K | Buy |
+8,839
| New | +$639K | 0.39% | 70 |
|