TAM
Trust Asset Management’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,444
| Closed | -$206K | – | 228 |
|
|
2025
Q1 | $206K | Sell |
2,444
-234
| -9% | -$19.7K | 0.02% | 213 |
|
|
2024
Q4 | $207K | Hold |
2,678
| – | – | 0.02% | 219 |
|
|
2024
Q3 | $230K | Hold |
2,678
| – | – | 0.02% | 214 |
|
|
2024
Q2 | $210K | Hold |
2,678
| – | – | 0.02% | 209 |
|
|
2024
Q1 | $231K | Hold |
2,678
| – | – | 0.02% | 204 |
|
|
2023
Q4 | $211K | Buy |
+2,678
| New | +$211K | 0.02% | 205 |
|
|
2023
Q3 | – | Sell |
-2,678
| Closed | -$203K | – | 201 |
|
|
2023
Q2 | $203K | Buy |
+2,678
| New | +$203K | 0.02% | 199 |
|
|
2023
Q1 | – | Sell |
-2,673
| Closed | -$224K | – | 212 |
|
|
2022
Q4 | $224K | Buy |
+2,673
| New | +$224K | 0.03% | 184 |
|