Colonial Trust’s Principal Financial Group PFG Stock Holding History

Colonial Trust’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$27.8K	Sell
2025 Q2	$32K	Buy
2025 Q1	$29.3K	Buy
2024 Q4	$25K	Buy
2024 Q3	$20.4K	Buy
2024 Q2	$18.2K	Sell
2024 Q1	$44.4K	Buy
2023 Q2	–	Sell
2023 Q1	$9.86K	Hold
2022 Q4	$11.4K	Buy