Grove 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 | $18.7K | Buy |
236
+27
| +13% | +$2.15K | ﹤0.01% | 539 |
|
|
2025
Q1 | $17.6K | Buy |
209
+120
| +135% | +$10.1K | ﹤0.01% | 539 |
|
|
2024
Q4 | $6.89K | Buy |
89
+44
| +98% | +$3.41K | ﹤0.01% | 565 |
|
|
2024
Q3 | $3.87K | Buy |
+45
| New | +$3.87K | ﹤0.01% | 578 |
|
|
2023
Q3 | – | Sell |
-80
| Closed | -$6.07K | – | 779 |
|
|
2023
Q2 | $6.07K | Sell |
80
-217
| -73% | -$16.5K | ﹤0.01% | 536 |
|
|
2023
Q1 | $22.1K | Buy |
297
+47
| +19% | +$3.49K | ﹤0.01% | 451 |
|
|
2022
Q4 | $21K | Buy |
+250
| New | +$21K | ﹤0.01% | 452 |
|
|
2018
Q1 | – | Sell |
-261
| Closed | -$18K | – | 377 |
|
|
2017
Q4 | $18K | Buy |
261
+66
| +34% | +$4.55K | 0.01% | 396 |
|
|
2017
Q3 | $13K | Hold |
195
| – | – | 0.01% | 437 |
|
|
2017
Q2 | $12K | Buy |
+195
| New | +$12K | 0.01% | 453 |
|