Colonial Trust’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 | $32K | Buy |
403
+56
| +16% | +$4.45K | ﹤0.01% | 600 |
|
|
2025
Q1 | $29.3K | Buy |
347
+24
| +7% | +$2.03K | ﹤0.01% | 621 |
|
|
2024
Q4 | $25K | Buy |
323
+86
| +36% | +$6.66K | ﹤0.01% | 740 |
|
|
2024
Q3 | $20.4K | Buy |
237
+8
| +3% | +$689 | ﹤0.01% | 713 |
|
|
2024
Q2 | $18.2K | Sell |
229
-287
| -56% | -$22.8K | ﹤0.01% | 690 |
|
|
2024
Q1 | $44.4K | Buy |
+516
| New | +$44.4K | 0.01% | 528 |
|
|
2023
Q2 | – | Sell |
-133
| Closed | -$9.86K | – | 967 |
|
|
2023
Q1 | $9.86K | Hold |
133
| – | – | ﹤0.01% | 674 |
|
|
2022
Q4 | $11.4K | Buy |
+133
| New | +$11.4K | ﹤0.01% | 655 |
|