First National 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
2023 Q1	–	Sell	-2,606	Closed	-$219K	–	386
2022 Q4	$219K	Buy	+2,606	New	+$224K	0.01%	336
2020 Q1	–	Sell	-4,446	Closed	-$244K	–	310
2019 Q4	$244K	Sell	4,446 -704	-14%	-$38.5K	0.02%	281
2019 Q3	$294K	Sell	5,150 -1,570	-23%	-$88.4K	0.03%	261
2019 Q2	$389K	Sell	6,720 -4,121	-38%	-$227K	0.04%	244
2019 Q1	$544K	Sell	10,841 -5,199	-32%	-$258K	0.05%	213
2018 Q4	$709K	Sell	16,040 -12,956	-45%	-$638K	0.08%	189
2018 Q3	$1.7M	Sell	28,996 -7,803	-21%	-$435K	0.17%	141
2018 Q2	$1.95M	Buy	36,799 +6,789	+23%	+$394K	0.21%	126
2018 Q1	$1.83M	Buy	30,010 +21,254	+243%	+$1.4M	0.21%	129
2017 Q4	$618K	Buy	+8,756	New	+$603K	0.07%	209
2016 Q1	–	Sell	-4,517	Closed	-$204K	–	304
2015 Q4	$204K	Buy	+4,517	New	+$220K	0.03%	281