Sageworth Trust Company of South Dakota’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 | $294K | Hold |
3,697
| – | – | 0.32% | 44 |
|
|
2025
Q1 | $312K | Hold |
3,697
| – | – | 0.37% | 41 |
|
|
2024
Q4 | $286K | Hold |
3,697
| – | – | 0.36% | 39 |
|
|
2024
Q3 | $318K | Hold |
3,697
| – | – | 0.41% | 39 |
|
|
2024
Q2 | $290K | Sell |
3,697
-59
| -2% | -$4.63K | 0.43% | 38 |
|
|
2024
Q1 | $324K | Sell |
3,756
-199
| -5% | -$17.2K | 0.5% | 42 |
|
|
2023
Q4 | $311K | Sell |
3,955
-616
| -13% | -$48.5K | 0.59% | 37 |
|
|
2023
Q3 | $329K | Hold |
4,571
| – | – | 0.73% | 36 |
|
|
2023
Q2 | $347K | Hold |
4,571
| – | – | 0.86% | 30 |
|
|
2023
Q1 | $340K | Sell |
4,571
-497
| -10% | -$36.9K | 0.79% | 30 |
|
|
2022
Q4 | $425K | Hold |
5,068
| – | – | 0.95% | 26 |
|
|
2022
Q3 | $366K | Sell |
5,068
-1,972
| -28% | -$142K | 0.9% | 26 |
|
|
2022
Q2 | $470K | Sell |
7,040
-2,235
| -24% | -$149K | 0.97% | 26 |
|
|
2022
Q1 | $681K | Sell |
9,275
-1,412
| -13% | -$104K | 1.27% | 20 |
|
|
2021
Q4 | $773K | Buy |
+10,687
| New | +$773K | 1.19% | 21 |
|