Private Trust Company’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 | $61K | Buy |
768
+430
| +127% | +$34.2K | 0.01% | 1132 |
|
|
2025
Q1 | $28.5K | Sell |
338
-49
| -13% | -$4.13K | ﹤0.01% | 1417 |
|
|
2024
Q4 | $30K | Buy |
387
+88
| +29% | +$6.81K | ﹤0.01% | 1351 |
|
|
2024
Q3 | $25.7K | Buy |
299
+49
| +20% | +$4.21K | ﹤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% | +$2.6K | ﹤0.01% | 1407 |
|
|
2023
Q3 | $15.6K | Hold |
217
| – | – | ﹤0.01% | 1439 |
|
|
2023
Q2 | $16.5K | Sell |
217
-800
| -79% | -$60.7K | ﹤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 | +$68K | 0.01% | 823 |
|
|
2014
Q4 | – | Sell |
-1,672
| Closed | -$88K | – | 931 |
|
|
2014
Q3 | $88K | Hold |
1,672
| – | – | 0.03% | 409 |
|
|
2014
Q2 | $84K | Buy |
1,672
+500
| +43% | +$25.1K | 0.03% | 427 |
|
|
2014
Q1 | $54K | Hold |
1,172
| – | – | 0.02% | 482 |
|
|
2013
Q4 | $58K | Sell |
1,172
-100
| -8% | -$4.95K | 0.02% | 429 |
|
|
2013
Q3 | $54K | Buy |
1,272
+859
| +208% | +$36.5K | 0.02% | 414 |
|
|
2013
Q2 | $15K | Buy |
+413
| New | +$15K | 0.01% | 713 |
|