CoreFirst Bank & 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 | $11.9K | Buy |
+150
| New | +$11.9K | 0.01% | 296 |
|
|
2025
Q1 | – | Sell |
-150
| Closed | -$11.6K | – | 286 |
|
|
2024
Q4 | $11.6K | Hold |
150
| – | – | 0.01% | 302 |
|
|
2024
Q3 | $12.9K | Buy |
+150
| New | +$12.9K | 0.01% | 286 |
|
|
2024
Q2 | – | Sell |
-150
| Closed | -$12.9K | – | 297 |
|
|
2024
Q1 | $12.9K | Hold |
150
| – | – | 0.01% | 295 |
|
|
2023
Q4 | $11.8K | Sell |
150
-47
| -24% | -$3.7K | 0.01% | 300 |
|
|
2023
Q3 | $14.2K | Hold |
197
| – | – | 0.01% | 310 |
|
|
2023
Q2 | $14.9K | Hold |
197
| – | – | 0.01% | 294 |
|
|
2023
Q1 | $14.6K | Hold |
197
| – | – | 0.01% | 295 |
|
|
2022
Q4 | $16.5K | Hold |
197
| – | – | 0.01% | 304 |
|
|
2022
Q3 | $14K | Buy |
+197
| New | +$14K | 0.01% | 306 |
|
|
2022
Q1 | – | Sell |
-655
| Closed | -$47K | – | 415 |
|
|
2021
Q4 | $47K | Hold |
655
| – | – | 0.03% | 260 |
|
|
2021
Q3 | $42K | Hold |
655
| – | – | 0.03% | 272 |
|
|
2021
Q2 | $41K | Hold |
655
| – | – | 0.03% | 281 |
|
|
2021
Q1 | $39K | Sell |
655
-212
| -24% | -$12.6K | 0.03% | 276 |
|
|
2020
Q4 | $43K | Buy |
+867
| New | +$43K | 0.03% | 244 |
|