ISB
Iowa State Bank’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Sell |
5,768
-261
| -4% | -$20.7K | 0.09% | 102 |
|
|
2025
Q1 | $509K | Sell |
6,029
-563
| -9% | -$47.5K | 0.11% | 99 |
|
|
2024
Q4 | $510K | Hold |
6,592
| – | – | 0.11% | 89 |
|
|
2024
Q3 | $566K | Sell |
6,592
-145
| -2% | -$12.5K | 0.12% | 93 |
|
|
2024
Q2 | $529K | Sell |
6,737
-1,233
| -15% | -$96.7K | 0.12% | 89 |
|
|
2024
Q1 | $688K | Sell |
7,970
-32,536
| -80% | -$2.81M | 0.15% | 88 |
|
|
2023
Q4 | $3.19M | Sell |
40,506
-109
| -0.3% | -$8.58K | 0.76% | 47 |
|
|
2023
Q3 | $2.93M | Sell |
40,615
-683
| -2% | -$49.2K | 0.76% | 49 |
|
|
2023
Q2 | $3.13M | Buy |
41,298
+236
| +0.6% | +$17.9K | 0.79% | 46 |
|
|
2023
Q1 | $3.05M | Sell |
41,062
-1,812
| -4% | -$135K | 0.76% | 49 |
|
|
2022
Q4 | $3.6M | Sell |
42,874
-743
| -2% | -$62.4K | 0.9% | 40 |
|
|
2022
Q3 | $3.15M | Sell |
43,617
-17,411
| -29% | -$1.26M | 0.89% | 44 |
|
|
2022
Q2 | $4.08M | Sell |
61,028
-1,518
| -2% | -$101K | 1.08% | 31 |
|
|
2022
Q1 | $4.59M | Sell |
62,546
-2,973
| -5% | -$218K | 1.06% | 33 |
|
|
2021
Q4 | $4.74M | Sell |
65,519
-727
| -1% | -$52.6K | 1.12% | 31 |
|
|
2021
Q3 | $4.27M | Sell |
66,246
-2,978
| -4% | -$192K | 1.19% | 29 |
|
|
2021
Q2 | $4.38M | Sell |
69,224
-1,468
| -2% | -$92.8K | 1.23% | 26 |
|
|
2021
Q1 | $4.24M | Sell |
70,692
-21,069
| -23% | -$1.26M | 1.28% | 25 |
|
|
2020
Q4 | $4.55M | Sell |
91,761
-212
| -0.2% | -$10.5K | 1.51% | 19 |
|
|
2020
Q3 | $3.7M | Buy |
91,973
+179
| +0.2% | +$7.21K | 1.43% | 24 |
|
|
2020
Q2 | $3.81M | Sell |
91,794
-192
| -0.2% | -$7.98K | 1.66% | 21 |
|
|
2020
Q1 | $2.88M | Sell |
91,986
-1,010
| -1% | -$31.7K | 1.36% | 27 |
|
|
2019
Q4 | $5.12M | Sell |
92,996
-1,538
| -2% | -$84.6K | 1.82% | 19 |
|
|
2019
Q3 | $5.4M | Buy |
94,534
+857
| +0.9% | +$49K | 2.05% | 12 |
|
|
2019
Q2 | $5.43M | Sell |
93,677
-635
| -0.7% | -$36.8K | 2.41% | 12 |
|
|
2019
Q1 | $4.73M | Sell |
94,312
-469
| -0.5% | -$23.5K | 2.17% | 16 |
|
|
2018
Q4 | $4.19M | Buy |
94,781
+2,067
| +2% | +$91.3K | 2.11% | 18 |
|
|
2018
Q3 | $5.43M | Buy |
92,714
+1,997
| +2% | +$117K | 2.42% | 13 |
|
|
2018
Q2 | $4.8M | Sell |
90,717
-208
| -0.2% | -$11K | 2.3% | 14 |
|
|
2018
Q1 | $5.54M | Sell |
90,925
-3,246
| -3% | -$198K | 2.69% | 9 |
|
|
2017
Q4 | $6.65M | Sell |
94,171
-853
| -0.9% | -$60.2K | 2.99% | 5 |
|
|
2017
Q3 | $6.11M | Sell |
95,024
-1,400
| -1% | -$90.1K | 2.88% | 5 |
|
|
2017
Q2 | $6.18M | Sell |
96,424
-3,042
| -3% | -$195K | 2.96% | 3 |
|
|
2017
Q1 | $6.28M | Buy |
99,466
+1,494
| +2% | +$94.3K | 3.07% | 3 |
|
|
2016
Q4 | $5.67M | Buy |
97,972
+1,354
| +1% | +$78.3K | 2.91% | 5 |
|
|
2016
Q3 | $4.98M | Sell |
96,618
-1,039
| -1% | -$53.5K | 2.66% | 7 |
|
|
2016
Q2 | $4.02M | Buy |
97,657
+1,770
| +2% | +$72.8K | 2.17% | 21 |
|
|
2016
Q1 | $3.78M | Buy |
95,887
+2,505
| +3% | +$98.8K | 2.14% | 21 |
|
|
2015
Q4 | $4.2M | Buy |
93,382
+9,595
| +11% | +$432K | 2.49% | 9 |
|
|
2015
Q3 | $3.97M | Buy |
83,787
+210
| +0.3% | +$9.94K | 2.71% | 8 |
|
|
2015
Q2 | $4.29M | Buy |
83,577
+1,220
| +1% | +$62.6K | 2.7% | 7 |
|
|
2015
Q1 | $4.23M | Sell |
82,357
-245
| -0.3% | -$12.6K | 2.69% | 7 |
|
|
2014
Q4 | $4.29M | Buy |
82,602
+9,077
| +12% | +$471K | 2.71% | 7 |
|
|
2014
Q3 | $3.86M | Sell |
73,525
-153
| -0.2% | -$8.03K | 2.58% | 10 |
|
|
2014
Q2 | $3.72M | Buy |
73,678
+1,565
| +2% | +$79K | 2.51% | 10 |
|
|
2014
Q1 | $3.32M | Buy |
72,113
+3,500
| +5% | +$161K | 2.36% | 16 |
|
|
2013
Q4 | $3.38M | Buy |
68,613
+2,013
| +3% | +$99.3K | 2.48% | 11 |
|
|
2013
Q3 | $2.85M | Buy |
66,600
+485
| +0.7% | +$20.8K | 2.24% | 16 |
|
|
2013
Q2 | $2.48M | Buy |
+66,115
| New | +$2.48M | 2.04% | 21 |
|