Parkside Financial 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 | $39.2K | Buy |
494
+14
| +3% | +$1.11K | ﹤0.01% | 983 |
|
|
2025
Q1 | $40.5K | Buy |
480
+32
| +7% | +$2.7K | 0.01% | 906 |
|
|
2024
Q4 | $34.7K | Hold |
448
| – | – | ﹤0.01% | 923 |
|
|
2024
Q3 | $38.5K | Sell |
448
-144
| -24% | -$12.4K | 0.01% | 866 |
|
|
2024
Q2 | $46.4K | Sell |
592
-1
| -0.2% | -$78 | 0.01% | 772 |
|
|
2024
Q1 | $51.2K | Sell |
593
-10
| -2% | -$863 | 0.01% | 724 |
|
|
2023
Q4 | $47.4K | Sell |
603
-71
| -11% | -$5.59K | 0.01% | 699 |
|
|
2023
Q3 | $48.6K | Hold |
674
| – | – | 0.01% | 620 |
|
|
2023
Q2 | $51.1K | Sell |
674
-37
| -5% | -$2.81K | 0.01% | 604 |
|
|
2023
Q1 | $52.8K | Buy |
711
+3
| +0.4% | +$223 | 0.01% | 575 |
|
|
2022
Q4 | $59.4K | Buy |
708
+47
| +7% | +$3.94K | 0.02% | 516 |
|
|
2022
Q3 | $47K | Sell |
661
-58
| -8% | -$4.12K | 0.02% | 540 |
|
|
2022
Q2 | $48K | Buy |
719
+156
| +28% | +$10.4K | 0.01% | 537 |
|
|
2022
Q1 | $42K | Buy |
563
+135
| +32% | +$10.1K | 0.01% | 594 |
|
|
2021
Q4 | $31K | Buy |
428
+16
| +4% | +$1.16K | 0.01% | 673 |
|
|
2021
Q3 | $27K | Sell |
412
-8
| -2% | -$524 | 0.01% | 688 |
|
|
2021
Q2 | $27K | Buy |
420
+4
| +1% | +$257 | 0.01% | 686 |
|
|
2021
Q1 | $25K | Buy |
416
+5
| +1% | +$300 | 0.01% | 699 |
|
|
2020
Q4 | $20K | Buy |
411
+25
| +6% | +$1.22K | 0.01% | 724 |
|
|
2020
Q3 | $16K | Sell |
386
-14
| -4% | -$580 | 0.01% | 715 |
|
|
2020
Q2 | $17K | Sell |
400
-32
| -7% | -$1.36K | 0.01% | 684 |
|
|
2020
Q1 | $14K | Buy |
432
+135
| +45% | +$4.38K | 0.01% | 649 |
|
|
2019
Q4 | $17K | Buy |
297
+18
| +6% | +$1.03K | 0.01% | 702 |
|
|
2019
Q3 | $16K | Buy |
279
+12
| +4% | +$688 | 0.01% | 684 |
|
|
2019
Q2 | $15K | Buy |
267
+79
| +42% | +$4.44K | ﹤0.01% | 713 |
|
|
2019
Q1 | $9K | Sell |
188
-42
| -18% | -$2.01K | ﹤0.01% | 817 |
|
|
2018
Q4 | $10K | Buy |
230
+177
| +334% | +$7.7K | ﹤0.01% | 748 |
|
|
2018
Q3 | $4K | Sell |
53
-46
| -46% | -$3.47K | ﹤0.01% | 953 |
|
|
2018
Q2 | $5K | Buy |
99
+5
| +5% | +$253 | ﹤0.01% | 892 |
|
|
2018
Q1 | $6K | Buy |
94
+29
| +45% | +$1.85K | ﹤0.01% | 826 |
|
|
2017
Q4 | $5K | Hold |
65
| – | – | ﹤0.01% | 860 |
|
|
2017
Q3 | $4K | Hold |
65
| – | – | ﹤0.01% | 889 |
|
|
2017
Q2 | $4K | Hold |
65
| – | – | ﹤0.01% | 902 |
|
|
2017
Q1 | $4K | Hold |
65
| – | – | ﹤0.01% | 872 |
|
|
2016
Q4 | $4K | Buy |
65
+21
| +48% | +$1.29K | ﹤0.01% | 880 |
|
|
2016
Q3 | $2K | Hold |
44
| – | – | ﹤0.01% | 966 |
|
|
2016
Q2 | $2K | Hold |
44
| – | – | ﹤0.01% | 937 |
|
|
2016
Q1 | $2K | Sell |
44
-2
| -4% | -$91 | ﹤0.01% | 914 |
|
|
2015
Q4 | $2K | Sell |
46
-7
| -13% | -$304 | ﹤0.01% | 921 |
|
|
2015
Q3 | $3K | Buy |
+53
| New | +$3K | ﹤0.01% | 870 |
|