Sageworth Trust Company of South Dakota’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 | $307K | Hold |
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|
2025
Q2 | $294K | Hold |
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|
2025
Q1 | $312K | Hold |
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|
2024
Q4 | $286K | Hold |
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|
2024
Q3 | $318K | Hold |
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|
2024
Q2 | $290K | Sell |
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|
2024
Q1 | $324K | Sell |
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|
2023
Q4 | $311K | Sell |
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|
2023
Q3 | $329K | Hold |
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|
2023
Q2 | $347K | Hold |
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|
2023
Q1 | $340K | Sell |
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|
2022
Q4 | $425K | Hold |
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|
2022
Q3 | $366K | Sell |
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|
2022
Q2 | $470K | Sell |
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|
2022
Q1 | $681K | Sell |
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|
2021
Q4 | $773K | Buy |
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