Security National Trust’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $7K | Hold |
107
| – | – | ﹤0.01% | 357 |
|
|
2021
Q2 | $7K | Hold |
107
| – | – | ﹤0.01% | 368 |
|
|
2021
Q1 | $6K | Buy |
+107
| New | +$6K | ﹤0.01% | 369 |
|
|
2018
Q1 | – | Sell |
-96
| Closed | -$7K | – | 399 |
|
|
2017
Q4 | $7K | Hold |
96
| – | – | ﹤0.01% | 356 |
|
|
2017
Q3 | $6K | Buy |
+96
| New | +$6K | ﹤0.01% | 367 |
|
|
2016
Q3 | – | Sell |
-152
| Closed | -$6K | – | 467 |
|
|
2016
Q2 | $6K | Hold |
152
| – | – | ﹤0.01% | 405 |
|
|
2016
Q1 | $6K | Sell |
152
-74
| -33% | -$2.92K | ﹤0.01% | 406 |
|
|
2015
Q4 | $10K | Hold |
226
| – | – | ﹤0.01% | 375 |
|
|
2015
Q3 | $11K | Hold |
226
| – | – | ﹤0.01% | 369 |
|
|
2015
Q2 | $12K | Hold |
226
| – | – | ﹤0.01% | 381 |
|
|
2015
Q1 | $12K | Hold |
226
| – | – | ﹤0.01% | 389 |
|
|
2014
Q4 | $12K | Hold |
226
| – | – | ﹤0.01% | 397 |
|
|
2014
Q3 | $12K | Hold |
226
| – | – | ﹤0.01% | 396 |
|
|
2014
Q2 | $11K | Buy |
+226
| New | +$11K | ﹤0.01% | 411 |
|