Riverview 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 | – | Sell |
-396
| Closed | -$33.4K | – | 486 |
|
|
2025
Q1 | $33.4K | Hold |
396
| – | – | 0.03% | 280 |
|
|
2024
Q4 | $30.7K | Hold |
396
| – | – | 0.03% | 306 |
|
|
2024
Q3 | $34K | Hold |
396
| – | – | 0.03% | 305 |
|
|
2024
Q2 | $31.1K | Hold |
396
| – | – | 0.03% | 302 |
|
|
2024
Q1 | $34.2K | Buy |
+396
| New | +$34.2K | 0.03% | 304 |
|
|
2023
Q4 | – | Sell |
-396
| Closed | -$28.5K | – | 485 |
|
|
2023
Q3 | $28.5K | Hold |
396
| – | – | 0.03% | 312 |
|
|
2023
Q2 | $30K | Hold |
396
| – | – | 0.03% | 274 |
|
|
2023
Q1 | $29.4K | Hold |
396
| – | – | 0.03% | 281 |
|
|
2022
Q4 | $33K | Hold |
396
| – | – | 0.03% | 268 |
|
|
2022
Q3 | $29K | Hold |
396
| – | – | 0.03% | 284 |
|
|
2022
Q2 | $26K | Hold |
396
| – | – | 0.02% | 322 |
|
|
2022
Q1 | $29K | Buy |
+396
| New | +$29K | 0.02% | 334 |
|