Colonial Trust’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
2026 Q1	$27.3K	Buy	303 +8	+3%	+$731	﹤0.01%	621
2025 Q4	$26K	Sell	295 -40	-12%	-$3.38K	﹤0.01%	645
2025 Q3	$27.8K	Sell	335 -68	-17%	-$5.43K	﹤0.01%	626
2025 Q2	$32K	Buy	403 +56	+16%	+$4.3K	﹤0.01%	600
2025 Q1	$29.3K	Buy	347 +24	+7%	+$2K	﹤0.01%	621
2024 Q4	$25K	Buy	323 +86	+36%	+$7.25K	﹤0.01%	740
2024 Q3	$20.4K	Buy	237 +8	+3%	+$646	﹤0.01%	713
2024 Q2	$18.2K	Sell	229 -287	-56%	-$23.3K	﹤0.01%	690
2024 Q1	$44.4K	Buy	+516	New	+$41.4K	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