Security National Bank’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 | $79.6K | Hold |
|
|||||
|
2025
Q2 | $76.3K | Sell |
|
|||||
|
2025
Q1 | $236K | Hold |
|
|||||
|
2024
Q4 | $216K | Hold |
|
|||||
|
2024
Q3 | $240K | Hold |
|
|||||
|
2024
Q2 | $219K | Hold |
|
|||||
|
2024
Q1 | $241K | Hold |
|
|||||
|
2023
Q4 | $220K | Hold |
|
|||||
|
2023
Q3 | $203K | Hold |
|
|||||
|
2023
Q2 | $212K | Hold |
|
|||||
|
2023
Q1 | $208K | Hold |
|
|||||
|
2022
Q4 | $235K | Sell |
|
|||||
|
2022
Q3 | $210K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $213K | Hold |
|
|||||
|
2021
Q4 | $210K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $211K | Buy |
|