Sandy Spring Bank’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
Q1 | – | Sell |
-130
| Closed | -$10.1K | – | 1291 |
|
|
2024
Q4 | $10.1K | Buy |
+130
| New | +$10.1K | ﹤0.01% | 850 |
|
|
2024
Q3 | – | Sell |
-38
| Closed | -$2.98K | – | 1281 |
|
|
2024
Q2 | $2.98K | Buy |
+38
| New | +$2.98K | ﹤0.01% | 1053 |
|
|
2022
Q3 | – | Sell |
-43
| Closed | -$3K | – | 1168 |
|
|
2022
Q2 | $3K | Hold |
43
| – | – | ﹤0.01% | 1016 |
|
|
2022
Q1 | $3K | Hold |
43
| – | – | ﹤0.01% | 1030 |
|
|
2021
Q4 | $3K | Buy |
+43
| New | +$3K | ﹤0.01% | 1098 |
|
|
2020
Q4 | – | Sell |
-180
| Closed | -$7K | – | 1031 |
|
|
2020
Q3 | $7K | Hold |
180
| – | – | ﹤0.01% | 717 |
|
|
2020
Q2 | $7K | Hold |
180
| – | – | ﹤0.01% | 738 |
|
|
2020
Q1 | $6K | Hold |
180
| – | – | ﹤0.01% | 735 |
|
|
2019
Q4 | $10K | Sell |
180
-100
| -36% | -$5.56K | ﹤0.01% | 722 |
|
|
2019
Q3 | $16K | Buy |
280
+100
| +56% | +$5.71K | ﹤0.01% | 658 |
|
|
2019
Q2 | $10K | Hold |
180
| – | – | ﹤0.01% | 713 |
|
|
2019
Q1 | $9K | Hold |
180
| – | – | ﹤0.01% | 682 |
|
|
2018
Q4 | $8K | Hold |
180
| – | – | ﹤0.01% | 687 |
|
|
2018
Q3 | $11K | Hold |
180
| – | – | ﹤0.01% | 668 |
|
|
2018
Q2 | $10K | Hold |
180
| – | – | ﹤0.01% | 663 |
|
|
2018
Q1 | $11K | Hold |
180
| – | – | ﹤0.01% | 681 |
|
|
2017
Q4 | $13K | Hold |
180
| – | – | ﹤0.01% | 648 |
|
|
2017
Q3 | $12K | Hold |
180
| – | – | ﹤0.01% | 650 |
|
|
2017
Q2 | $12K | Hold |
180
| – | – | ﹤0.01% | 651 |
|
|
2017
Q1 | $11K | Buy |
+180
| New | +$11K | ﹤0.01% | 667 |
|
|
2015
Q4 | – | Sell |
-2,543
| Closed | -$120K | – | 972 |
|
|
2015
Q3 | $120K | Hold |
2,543
| – | – | 0.01% | 328 |
|
|
2015
Q2 | $130K | Hold |
2,543
| – | – | 0.01% | 333 |
|
|
2015
Q1 | $131K | Hold |
2,543
| – | – | 0.02% | 323 |
|
|
2014
Q4 | $132K | Hold |
2,543
| – | – | 0.02% | 303 |
|
|
2014
Q3 | $133K | Hold |
2,543
| – | – | 0.02% | 304 |
|
|
2014
Q2 | $128K | Hold |
2,543
| – | – | 0.02% | 309 |
|
|
2014
Q1 | $117K | Buy |
+2,543
| New | +$117K | 0.02% | 295 |
|