Petrus Trust Company’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $378K | Buy |
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|
2025
Q1 | $368K | Sell |
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|
2024
Q4 | $633K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $660K | Hold |
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|
2024
Q1 | $726K | Hold |
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|
2023
Q4 | $662K | Buy |
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|
2023
Q3 | $270K | Sell |
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|
2023
Q2 | $307K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $392K | Buy |
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|
2020
Q2 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $236K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $221K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $268K | Buy |
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|
2018
Q1 | $207K | Buy |
|