Security National 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
Q2 | $76.3K | Sell |
960
-1,835
| -66% | -$146K | 0.01% | 188 |
|
|
2025
Q1 | $236K | Hold |
2,795
| – | – | 0.04% | 112 |
|
|
2024
Q4 | $216K | Hold |
2,795
| – | – | 0.03% | 109 |
|
|
2024
Q3 | $240K | Hold |
2,795
| – | – | 0.03% | 109 |
|
|
2024
Q2 | $219K | Hold |
2,795
| – | – | 0.03% | 106 |
|
|
2024
Q1 | $241K | Hold |
2,795
| – | – | 0.04% | 100 |
|
|
2023
Q4 | $220K | Hold |
2,795
| – | – | 0.05% | 106 |
|
|
2023
Q3 | $203K | Hold |
2,795
| – | – | 0.06% | 101 |
|
|
2023
Q2 | $212K | Hold |
2,795
| – | – | 0.05% | 102 |
|
|
2023
Q1 | $208K | Hold |
2,795
| – | – | 0.06% | 97 |
|
|
2022
Q4 | $235K | Sell |
2,795
-110
| -4% | -$9.23K | 0.06% | 93 |
|
|
2022
Q3 | $210K | Buy |
+2,905
| New | +$210K | 0.06% | 96 |
|
|
2022
Q2 | – | Sell |
-2,905
| Closed | -$213K | – | 105 |
|
|
2022
Q1 | $213K | Hold |
2,905
| – | – | 0.05% | 102 |
|
|
2021
Q4 | $210K | Buy |
+2,905
| New | +$210K | 0.05% | 104 |
|
|
2021
Q1 | – | Sell |
-4,257
| Closed | -$211K | – | 98 |
|
|
2020
Q4 | $211K | Buy |
+4,257
| New | +$211K | 0.07% | 71 |
|