Whittier Trust’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 | $206K | Hold |
2,592
| – | – | ﹤0.01% | 656 |
|
|
2025
Q1 | $219K | Sell |
2,592
-93
| -3% | -$7.85K | ﹤0.01% | 639 |
|
|
2024
Q4 | $208K | Hold |
2,685
| – | – | ﹤0.01% | 655 |
|
|
2024
Q3 | $231K | Hold |
2,685
| – | – | ﹤0.01% | 660 |
|
|
2024
Q2 | $211K | Buy |
2,685
+185
| +7% | +$14.5K | ﹤0.01% | 639 |
|
|
2024
Q1 | $216K | Hold |
2,500
| – | – | ﹤0.01% | 633 |
|
|
2023
Q4 | $197K | Sell |
2,500
-41
| -2% | -$3.23K | ﹤0.01% | 646 |
|
|
2023
Q3 | $183K | Buy |
2,541
+41
| +2% | +$2.95K | ﹤0.01% | 642 |
|
|
2023
Q2 | $190K | Sell |
2,500
-18
| -0.7% | -$1.37K | ﹤0.01% | 641 |
|
|
2023
Q1 | $187K | Hold |
2,518
| – | – | ﹤0.01% | 675 |
|
|
2022
Q4 | $211K | Sell |
2,518
-37
| -1% | -$3.11K | ﹤0.01% | 632 |
|
|
2022
Q3 | $184K | Buy |
2,555
+18
| +0.7% | +$1.3K | ﹤0.01% | 649 |
|
|
2022
Q2 | $169K | Sell |
2,537
-500
| -16% | -$33.3K | ﹤0.01% | 682 |
|
|
2022
Q1 | $223K | Buy |
3,037
+537
| +21% | +$39.4K | ﹤0.01% | 646 |
|
|
2021
Q4 | $181K | Buy |
+2,500
| New | +$181K | ﹤0.01% | 690 |
|
|
2021
Q1 | – | Sell |
-139
| Closed | -$7K | – | 1534 |
|
|
2020
Q4 | $7K | Hold |
139
| – | – | ﹤0.01% | 1197 |
|
|
2020
Q3 | $6K | Hold |
139
| – | – | ﹤0.01% | 1204 |
|
|
2020
Q2 | $6K | Hold |
139
| – | – | ﹤0.01% | 1142 |
|
|
2020
Q1 | $4K | Buy |
+139
| New | +$4K | ﹤0.01% | 1262 |
|
|
2016
Q2 | – | Sell |
-300
| Closed | -$12K | – | 1211 |
|
|
2016
Q1 | $12K | Hold |
300
| – | – | ﹤0.01% | 946 |
|
|
2015
Q4 | $13K | Hold |
300
| – | – | ﹤0.01% | 932 |
|
|
2015
Q3 | $14K | Hold |
300
| – | – | ﹤0.01% | 905 |
|
|
2015
Q2 | $15K | Hold |
300
| – | – | ﹤0.01% | 959 |
|
|
2015
Q1 | $15K | Hold |
300
| – | – | ﹤0.01% | 944 |
|
|
2014
Q4 | $16K | Hold |
300
| – | – | ﹤0.01% | 817 |
|
|
2014
Q3 | $16K | Hold |
300
| – | – | ﹤0.01% | 803 |
|
|
2014
Q2 | $15K | Hold |
300
| – | – | ﹤0.01% | 815 |
|
|
2014
Q1 | $14K | Buy |
+300
| New | +$14K | ﹤0.01% | 849 |
|