Plimoth Trust’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 | $626K | Sell |
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|
2025
Q2 | $601K | Sell |
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|
2025
Q1 | $647K | Sell |
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|
2024
Q4 | $608K | Sell |
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|
2024
Q3 | $687K | Sell |
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|
2024
Q2 | $633K | Sell |
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|
2024
Q1 | $732K | Sell |
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|
2023
Q4 | $698K | Sell |
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|
2023
Q3 | $687K | Sell |
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|
2023
Q2 | $762K | Sell |
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|
2023
Q1 | $760K | Sell |
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|
2022
Q4 | $883K | Sell |
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|
2022
Q3 | $790K | Sell |
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|
2022
Q2 | $740K | Sell |
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|
2022
Q1 | $851K | Sell |
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|
2021
Q4 | $1.04M | Sell |
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|
2021
Q3 | $963K | Sell |
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|
2021
Q2 | $949K | Sell |
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|
2021
Q1 | $944K | Sell |
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|
2020
Q4 | $831K | Sell |
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|
2020
Q3 | $701K | Sell |
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|
2020
Q2 | $761K | Buy |
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|
2020
Q1 | $553K | Sell |
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|
2019
Q4 | $1.03M | Sell |
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|
2019
Q3 | $1.08M | Sell |
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|
2019
Q2 | $1.12M | Buy |
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|
2019
Q1 | $947K | Sell |
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|
2018
Q4 | $836K | Buy |
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|
2018
Q3 | $1.08M | Buy |
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|
2018
Q2 | $867K | Buy |
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|
2018
Q1 | $770K | Buy |
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|
2017
Q4 | $497K | Buy |
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