A detailed history of Apollon Wealth Management, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 5,105 shares of PFG stock, worth $404,622. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,105
Previous 5,034 1.41%
Holding current value
$404,622
Previous $396,000 11.11%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

BUY
$77.2 - $86.31 $5,481 - $6,128
71 Added 1.41%
5,105 $440,000
Q4 2023

Feb 06, 2024

BUY
$66.88 - $79.58 $59,790 - $71,144
894 Added 21.59%
5,034 $396,000
Q3 2023

Nov 14, 2023

SELL
$72.0 - $84.1 $45,000 - $52,562
-625 Reduced 13.12%
4,140 $298,000
Q2 2023

Aug 04, 2023

BUY
$65.46 - $77.11 $21,798 - $25,677
333 Added 7.51%
4,765 $361,000
Q1 2023

May 15, 2023

BUY
$69.69 - $93.39 $26,133 - $35,021
375 Added 9.24%
4,432 $329,000
Q4 2022

Feb 15, 2023

SELL
$75.39 - $95.0 $10,780 - $13,585
-143 Reduced 3.4%
4,057 $340,000
Q3 2022

Nov 08, 2022

SELL
$61.13 - $79.78 $9,658 - $12,605
-158 Reduced 3.63%
4,200 $303,000
Q2 2022

Aug 11, 2022

BUY
$62.84 - $76.21 $48,072 - $58,300
765 Added 21.29%
4,358 $291,000
Q1 2022

May 16, 2022

BUY
$64.37 - $78.95 $231,281 - $283,667
3,593 New
3,593 $264,000

Others Institutions Holding PFG

About PRINCIPAL FINANCIAL GROUP INC


  • Ticker PFG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 249,236,992
  • Market Cap $19.8B
  • Description
  • Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Global Investors, Principal International, and U.S. Insurance Solutions segments. The Retirement and In...
More about PFG
Track This Portfolio

Track Apollon Wealth Management, LLC Portfolio

Follow Apollon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Apollon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apollon Wealth Management, LLC with notifications on news.