Tompkins Financial’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 | $53.9K | Hold |
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|
2025
Q2 | $51.6K | Hold |
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|
2025
Q1 | $54.8K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $175K | Hold |
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|
2022
Q3 | $150K | Hold |
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|
2022
Q2 | $139K | Hold |
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|
2022
Q1 | $153K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $41K | Hold |
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|
2020
Q3 | $34K | Hold |
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|
2020
Q2 | $35K | Hold |
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|
2020
Q1 | $26K | Sell |
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|
2019
Q4 | $50K | Buy |
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|
2019
Q3 | $48K | Hold |
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|
2019
Q2 | $48K | Hold |
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|
2019
Q1 | $42K | Buy |
|