Sageworth Trust’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
Q2 | $205K | Hold |
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|
2025
Q1 | $217K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $221K | Hold |
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|
2024
Q2 | $202K | Hold |
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|
2024
Q1 | $222K | Hold |
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|
2023
Q4 | $203K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $192K | Hold |
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|
2022
Q4 | $216K | Hold |
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|
2022
Q3 | $186K | Hold |
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|
2022
Q2 | $172K | Hold |
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|
2022
Q1 | $189K | Sell |
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|
2021
Q4 | $232K | Sell |
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|
2021
Q3 | $895K | Hold |
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|
2021
Q2 | $879K | Hold |
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|
2021
Q1 | $834K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $10K | Buy |
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