Loring Wolcott & Coolidge Fiduciary Advisors’s Principal Financial Group PFG Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio PFG Stock Details PFG Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$75.5K	Hold	950	–	–	﹤0.01%	368
2025 Q1	$70.3K	Hold	950	–	–	﹤0.01%	360
2024 Q4	$78.5K	Hold	950	–	–	﹤0.01%	363
2024 Q3	$85.2K	Hold	950	–	–	﹤0.01%	352
2024 Q2	$82.5K	Hold	950	–	–	﹤0.01%	351
2024 Q1	$77.3K	Hold	950	–	–	﹤0.01%	356
2023 Q4	$75.1K	Hold	950	–	–	﹤0.01%	373
2023 Q3	$67K	Hold	950	–	–	﹤0.01%	396
2023 Q2	$72K	Hold	950	–	–	﹤0.01%	399
2023 Q1	$70.6K	Sell	950 -202	-18%	-$15K	﹤0.01%	375
2022 Q4	$96.7K	Hold	1,152	–	–	﹤0.01%	349
2022 Q3	$83K	Hold	1,152	–	–	﹤0.01%	365
2022 Q2	$77K	Hold	1,152	–	–	﹤0.01%	385
2022 Q1	$85K	Sell	1,152 -271	-19%	-$20K	﹤0.01%	399
2021 Q4	$103K	Hold	1,423	–	–	﹤0.01%	383
2021 Q3	$92K	Sell	1,423 -310	-18%	-$20K	﹤0.01%	397
2021 Q2	$110K	Buy	+1,733	New	+$110K	﹤0.01%	389
2021 Q1	–	Sell	-450	Closed	-$22K	–	589
2020 Q4	$22K	Hold	450	–	–	﹤0.01%	503
2020 Q3	$18K	Hold	450	–	–	﹤0.01%	477
2020 Q2	$19K	Hold	450	–	–	﹤0.01%	455
2020 Q1	$14K	Sell	450 -145	-24%	-$4.51K	﹤0.01%	508
2019 Q4	$33K	Sell	595 -550	-48%	-$30.5K	﹤0.01%	465
2019 Q3	$65K	Sell	1,145 -1,095	-49%	-$62.2K	﹤0.01%	385
2019 Q2	$130K	Hold	2,240	–	–	﹤0.01%	309
2019 Q1	$112K	Hold	2,240	–	–	﹤0.01%	314
2018 Q4	$99K	Buy	2,240 +550	+33%	+$24.3K	﹤0.01%	325
2018 Q3	$99K	Hold	1,690	–	–	﹤0.01%	352
2018 Q2	$89K	Hold	1,690	–	–	﹤0.01%	367
2018 Q1	$103K	Hold	1,690	–	–	﹤0.01%	361
2017 Q4	$119K	Sell	1,690 -285	-14%	-$20.1K	﹤0.01%	347
2017 Q3	$127K	Hold	1,975	–	–	﹤0.01%	328
2017 Q2	$132K	Sell	1,975 -25	-1%	-$1.67K	﹤0.01%	319
2017 Q1	$126K	Buy	2,000 +1,900	+1,900%	+$120K	﹤0.01%	323
2016 Q4	$6K	Hold	100	–	–	﹤0.01%	557
2016 Q3	$5K	Hold	100	–	–	﹤0.01%	576
2016 Q2	$4K	Hold	100	–	–	﹤0.01%	603
2016 Q1	$4K	Buy	+100	New	+$4K	﹤0.01%	589