Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $169K | Buy |
1,876
+555
| +42% | +$50.7K | 0.02% | 842 |
|
|
2025
Q4 | $117K | Buy |
1,321
+551
| +72% | +$46.5K | 0.01% | 969 |
|
|
2025
Q3 | $63.8K | Buy |
770
+2
| +0.3% | +$160 | 0.01% | 1173 |
|
|
2025
Q2 | $61K | Buy |
768
+430
| +127% | +$33K | 0.01% | 1132 |
|
|
2025
Q1 | $28.5K | Sell |
338
-49
| -13% | -$4.08K | ﹤0.01% | 1417 |
|
|
2024
Q4 | $30K | Buy |
387
+88
| +29% | +$7.42K | ﹤0.01% | 1351 |
|
|
2024
Q3 | $25.7K | Buy |
299
+49
| +20% | +$3.96K | ﹤0.01% | 1379 |
|
|
2024
Q2 | $19.6K | Hold |
250
| – | – | ﹤0.01% | 1454 |
|
|
2024
Q1 | $21.6K | Hold |
250
| – | – | ﹤0.01% | 1412 |
|
|
2023
Q4 | $19.7K | Buy |
250
+33
| +15% | +$2.39K | ﹤0.01% | 1407 |
|
|
2023
Q3 | $15.6K | Hold |
217
| – | – | ﹤0.01% | 1439 |
|
|
2023
Q2 | $16.5K | Sell |
217
-800
| -79% | -$57.7K | ﹤0.01% | 1436 |
|
|
2023
Q1 | $75.6K | Hold |
1,017
| – | – | 0.01% | 865 |
|
|
2022
Q4 | $85K | Hold |
1,017
| – | – | 0.01% | 790 |
|
|
2022
Q3 | $73K | Hold |
1,017
| – | – | 0.01% | 772 |
|
|
2022
Q2 | $68K | Buy |
+1,017
| New | +$71.5K | 0.01% | 823 |
|
|
2014
Q4 | – | Sell |
-1,672
| Closed | -$88K | – | 930 |
|
|
2014
Q3 | $88K | Hold |
1,672
| – | – | 0.03% | 409 |
|
|
2014
Q2 | $84K | Buy |
1,672
+500
| +43% | +$23.5K | 0.03% | 427 |
|
|
2014
Q1 | $54K | Hold |
1,172
| – | – | 0.02% | 482 |
|
|
2013
Q4 | $58K | Sell |
1,172
-100
| -8% | -$4.75K | 0.02% | 429 |
|
|
2013
Q3 | $54K | Buy |
1,272
+859
| +208% | +$35.8K | 0.02% | 414 |
|
|
2013
Q2 | $15K | Buy |
+413
| New | +$15.1K | 0.01% | 713 |
|
Other funds holding PFG
NLI
VCM
VPM
