TPI
Trust Point Inc’s Principal Financial Group PFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.4M | Hold |
369,684
| – | – | 2.77% | 5 |
|
|
2025
Q1 | $31.2M | Sell |
369,684
-360
| -0.1% | -$30.4K | 2.85% | 5 |
|
|
2024
Q4 | $28.6M | Sell |
370,044
-50,288
| -12% | -$3.89M | 1.99% | 7 |
|
|
2024
Q3 | $36.1M | Buy |
420,332
+35,461
| +9% | +$3.05M | 2.71% | 6 |
|
|
2024
Q2 | $30.2M | Hold |
384,871
| – | – | 2.42% | 6 |
|
|
2024
Q1 | $33.2M | Sell |
384,871
-157
| -0% | -$13.6K | 2.61% | 6 |
|
|
2023
Q4 | $30.3M | Buy |
+385,028
| New | +$30.3M | 2.5% | 5 |
|