Heartland 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
Q1 | – | Sell |
-4,829
| Closed | -$374K | – | 180 |
|
|
2024
Q4 | $374K | Sell |
4,829
-303
| -6% | -$23.5K | 0.2% | 102 |
|
|
2024
Q3 | $441K | Sell |
5,132
-364
| -7% | -$31.3K | 0.24% | 97 |
|
|
2024
Q2 | $431K | Buy |
5,496
+234
| +4% | +$18.4K | 0.24% | 96 |
|
|
2024
Q1 | $454K | Buy |
+5,262
| New | +$454K | 0.26% | 93 |
|
|
2023
Q4 | – | Sell |
-5,732
| Closed | -$413K | – | 133 |
|
|
2023
Q3 | $413K | Buy |
5,732
+84
| +1% | +$6.05K | 0.33% | 88 |
|
|
2023
Q2 | $428K | Sell |
5,648
-238
| -4% | -$18.1K | 0.33% | 86 |
|
|
2023
Q1 | $437K | Buy |
5,886
+378
| +7% | +$28.1K | 0.33% | 95 |
|
|
2022
Q4 | $462K | Buy |
+5,508
| New | +$462K | 0.34% | 86 |
|