Trustmark National Bank Trust Department’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,823
| Closed | -$507K | – | 271 |
|
|
2023
Q1 | $507K | Buy |
6,823
+215
| +3% | +$16K | 0.05% | 193 |
|
|
2022
Q4 | $555K | Buy |
6,608
+322
| +5% | +$27K | 0.05% | 177 |
|
|
2022
Q3 | $454K | Buy |
+6,286
| New | +$454K | 0.04% | 190 |
|
|
2019
Q3 | – | Sell |
-1,450
| Closed | -$84K | – | 460 |
|
|
2019
Q2 | $84K | Sell |
1,450
-100
| -6% | -$5.79K | 0.01% | 291 |
|
|
2019
Q1 | $78K | Hold |
1,550
| – | – | 0.01% | 290 |
|
|
2018
Q4 | $68K | Hold |
1,550
| – | – | 0.01% | 296 |
|
|
2018
Q3 | $91K | Buy |
+1,550
| New | +$91K | 0.01% | 292 |
|