Trust Company of Vermont’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 | $12.5K | Hold |
157
| – | – | ﹤0.01% | 786 |
|
|
2025
Q1 | $13.2K | Hold |
157
| – | – | ﹤0.01% | 729 |
|
|
2024
Q4 | $12.2K | Hold |
157
| – | – | ﹤0.01% | 746 |
|
|
2024
Q3 | $13.5K | Buy |
+157
| New | +$13.5K | ﹤0.01% | 715 |
|
|
2020
Q1 | – | Sell |
-69
| Closed | -$4K | – | 930 |
|
|
2019
Q4 | $4K | Hold |
69
| – | – | ﹤0.01% | 812 |
|
|
2019
Q3 | $4K | Hold |
69
| – | – | ﹤0.01% | 853 |
|
|
2019
Q2 | $4K | Hold |
69
| – | – | ﹤0.01% | 870 |
|
|
2019
Q1 | $3K | Sell |
69
-69
| -50% | -$3K | ﹤0.01% | 864 |
|
|
2018
Q4 | $6K | Sell |
138
-121
| -47% | -$5.26K | ﹤0.01% | 816 |
|
|
2018
Q3 | $15K | Hold |
259
| – | – | ﹤0.01% | 738 |
|
|
2018
Q2 | $14K | Buy |
259
+238
| +1,133% | +$12.9K | ﹤0.01% | 761 |
|
|
2018
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 940 |
|
|
2017
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 951 |
|
|
2017
Q3 | – | Sell |
-1,470
| Closed | -$94K | – | 970 |
|
|
2017
Q2 | $94K | Hold |
1,470
| – | – | 0.01% | 418 |
|
|
2017
Q1 | $93K | Hold |
1,470
| – | – | 0.01% | 403 |
|
|
2016
Q4 | $85K | Hold |
1,470
| – | – | 0.01% | 399 |
|
|
2016
Q3 | $76K | Buy |
+1,470
| New | +$76K | 0.01% | 385 |
|