Tompkins Financial’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 | $51.6K | Hold |
650
| – | – | ﹤0.01% | 317 |
|
|
2025
Q1 | $54.8K | Buy |
+650
| New | +$54.8K | 0.01% | 314 |
|
|
2023
Q1 | – | Sell |
-2,080
| Closed | -$175K | – | 643 |
|
|
2022
Q4 | $175K | Hold |
2,080
| – | – | 0.03% | 191 |
|
|
2022
Q3 | $150K | Hold |
2,080
| – | – | 0.03% | 204 |
|
|
2022
Q2 | $139K | Hold |
2,080
| – | – | 0.02% | 215 |
|
|
2022
Q1 | $153K | Buy |
+2,080
| New | +$153K | 0.02% | 223 |
|
|
2021
Q1 | – | Sell |
-835
| Closed | -$41K | – | 505 |
|
|
2020
Q4 | $41K | Hold |
835
| – | – | 0.01% | 260 |
|
|
2020
Q3 | $34K | Hold |
835
| – | – | 0.01% | 268 |
|
|
2020
Q2 | $35K | Hold |
835
| – | – | 0.01% | 261 |
|
|
2020
Q1 | $26K | Sell |
835
-82
| -9% | -$2.55K | 0.01% | 272 |
|
|
2019
Q4 | $50K | Buy |
917
+82
| +10% | +$4.47K | 0.01% | 258 |
|
|
2019
Q3 | $48K | Hold |
835
| – | – | 0.01% | 230 |
|
|
2019
Q2 | $48K | Hold |
835
| – | – | 0.01% | 233 |
|
|
2019
Q1 | $42K | Buy |
+835
| New | +$42K | 0.01% | 243 |
|