Archford Capital Strategies, LLC Principal Financial Group Inc Transaction History

Archford Capital Strategies, LLC

$681 Million
Q3 2024

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 27, 2023	BUY	$72.0 - $84.1 $9,720 - $11,353	135 Added 1.86%	7,381 $531,000
Q2 2023 Aug 02, 2023	BUY	$65.46 - $77.11 $6,153 - $7,248	94 Added 1.31%	7,246 $549,000
Q1 2023 Apr 18, 2023	BUY	$69.69 - $93.39 $16,655 - $22,320	239 Added 3.46%	7,152 $531,000
Q4 2022 Jan 26, 2023	BUY	$75.39 - $95.0 $50,662 - $63,840	672 Added 10.77%	6,913 $0
Q3 2022 Oct 17, 2022	BUY	$61.13 - $79.78 $10,881 - $14,200	178 Added 2.94%	6,241 $450,000
Q2 2022 Jul 12, 2022	BUY	$62.84 - $76.21 $111,478 - $135,196	1,774 Added 41.36%	6,063 $405,000
Q1 2022 Apr 18, 2022	BUY	$64.37 - $78.95 $25,812 - $31,658	401 Added 10.31%	4,289 $319,000
Q4 2021 Jan 20, 2022	BUY	$65.12 - $73.93 $1,693 - $1,922	26 Added 0.67%	3,888 $281,000
Q3 2021 Oct 14, 2021	SELL	$59.2 - $68.12 $1,657 - $1,907	-28 Reduced 0.72%	3,862 $249,000
Q2 2021 Jul 23, 2021	BUY	$59.74 - $66.87 $35,664 - $39,921	597 Added 18.13%	3,890 $246,000
Q1 2021 Apr 26, 2021	SELL	$48.31 - $61.55 $734,553 - $935,867	-15,205 Reduced 82.2%	3,293 $208,000
Q4 2020 Jan 19, 2021	BUY	$38.25 - $52.6 $1,568 - $2,156	41 Added 0.22%	18,498 $959,000
Q3 2020 Oct 19, 2020	BUY	$37.79 - $46.18 $12,999 - $15,885	344 Added 1.9%	18,457 $743,000
Q2 2020 Jul 24, 2020	BUY	$26.41 - $48.72 $977 - $1,802	37 Added 0.2%	18,113 $752,000
Q1 2020 Apr 29, 2020	BUY	$24.16 - $57.08 $5,291 - $12,500	219 Added 1.23%	18,076 $566,000
Q4 2019 Jan 15, 2020	BUY	$52.35 - $57.4 $19,997 - $21,926	382 Added 2.19%	17,857 $982,000
Q3 2019 Oct 23, 2019	BUY	$52.18 - $60.68 $1,043 - $1,213	20 Added 0.11%	17,475 $999,000
Q2 2019 Jul 18, 2019	BUY	$51.57 - $57.92 $4,847 - $5,444	94 Added 0.54%	17,455 $1.01 Million
Q1 2019 May 13, 2019	SELL	$43.39 - $53.09 $9,545 - $11,679	-220 Reduced 1.25%	17,361 $871,000
Q4 2018 Feb 13, 2019	SELL	$41.08 - $60.65 $1,848 - $2,729	-45 Reduced 0.26%	17,581 $777,000
Q3 2018 Nov 14, 2018	SELL	$52.86 - $59.54 $21,619 - $24,351	-409 Reduced 2.27%	17,626 $1.03 Million
Q2 2018 Aug 14, 2018	SELL	$52.58 - $61.46 $13,828 - $16,163	-263 Reduced 1.44%	18,035 $955,000
Q1 2018 May 14, 2018	BUY	$57.76 - $75.04 $75,376 - $97,927	1,305 Added 7.68%	18,298 $1.29 Million
Q4 2017 Feb 16, 2018	SELL	$64.92 - $71.76 $135,747 - $150,050	-2,091 Reduced 10.96%	16,993 $1.2 Million
Q3 2017 Nov 17, 2017	BUY	$59.92 - $67.04 $74,600 - $83,464	1,245 Added 6.98%	19,084 $1.23 Million
Q2 2017 Aug 25, 2017	BUY	N/A	16,871 Added 1742.87%	17,839 $1.14 Million
Q2 2017 Aug 18, 2017	BUY	N/A	968	968 $72,000

Others Institutions Holding PFG

# of Institutions

835

Shares Held

159M

Call Options Held

177K

Put Options Held

119K

View Full List

About PRINCIPAL FINANCIAL GROUP INC

Ticker PFG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 249,236,992
Market Cap $21.4B
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...

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