Whittier Trust’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 | $211K | Sell |
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|
2025
Q2 | $206K | Hold |
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|
2025
Q1 | $219K | Sell |
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|
2024
Q4 | $208K | Hold |
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|
2024
Q3 | $231K | Hold |
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|
2024
Q2 | $211K | Buy |
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|
2024
Q1 | $216K | Hold |
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|
2023
Q4 | $197K | Sell |
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|
2023
Q3 | $183K | Buy |
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|
2023
Q2 | $190K | Sell |
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|
2023
Q1 | $187K | Hold |
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|
2022
Q4 | $211K | Sell |
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|
2022
Q3 | $184K | Buy |
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|
2022
Q2 | $169K | Sell |
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|
2022
Q1 | $223K | Buy |
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|
2021
Q4 | $181K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $7K | Hold |
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|
2020
Q3 | $6K | Hold |
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|
2020
Q2 | $6K | Hold |
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|
2020
Q1 | $4K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $12K | Hold |
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|
2015
Q4 | $13K | Hold |
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|
2015
Q3 | $14K | Hold |
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|
2015
Q2 | $15K | Hold |
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|
2015
Q1 | $15K | Hold |
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|
2014
Q4 | $16K | Hold |
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|
2014
Q3 | $16K | Hold |
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|
2014
Q2 | $15K | Hold |
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|
2014
Q1 | $14K | Buy |
|