Avantax Planning Partners, Inc. Principal Financial Group Inc Transaction History

Avantax Planning Partners, Inc.

$2.76 Billion
Q4 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Principal Financial Group Inc stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 36,110 shares of PFG stock, worth $3.09 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

36,110

Previous 34,587 4.4%

Holding current value

$3.09 Million

Previous $2.97 Million 5.92%

% of portfolio

0.1%

Previous 0.11%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$74.91 - $91.26 $114,087 - $138,988	1,523 Added 4.4%	36,110 $2.8 Million
Q3 2024 Nov 13, 2024	BUY	$72.94 - $87.46 $72 - $87	1 Added 0.0%	34,587 $2.97 Million
Q2 2024 Aug 09, 2024	BUY	$76.66 - $86.01 $153 - $172	2 Added 0.01%	34,586 $2.71 Million
Q1 2024 May 02, 2024	BUY	$77.2 - $86.31 $38,831 - $43,413	503 Added 1.48%	34,584 $2.98 Million
Q4 2023 Feb 09, 2024	SELL	$66.88 - $79.58 $53,169 - $63,266	-795 Reduced 2.28%	34,081 $2.68 Million
Q3 2023 Nov 03, 2023	BUY	$72.0 - $84.1 $59,760 - $69,803	830 Added 2.44%	34,876 $2.51 Million
Q1 2023 Apr 20, 2023	BUY	$69.69 - $93.39 $11,080 - $14,849	159 Added 0.47%	34,046 $2.53 Million
Q4 2022 Feb 09, 2023	SELL	$75.39 - $95.0 $53,979 - $68,020	-716 Reduced 2.07%	33,887 $2.84 Million
Q3 2022 Oct 14, 2022	SELL	$61.13 - $79.78 $117,369 - $153,177	-1,920 Reduced 5.26%	34,603 $2.5 Million
Q2 2022 Jul 18, 2022	SELL	$62.84 - $76.21 $1,948 - $2,362	-31 Reduced 0.08%	36,523 $2.44 Million
Q1 2022 May 09, 2022	SELL	$64.37 - $78.95 $49,307 - $60,475	-766 Reduced 2.05%	36,554 $2.68 Million
Q4 2021 Jan 28, 2022	SELL	$65.12 - $73.93 $16,866 - $19,147	-259 Reduced 0.69%	37,320 $2.7 Million
Q3 2021 Oct 27, 2021	BUY	$59.2 - $68.12 $112,539 - $129,496	1,901 Added 5.33%	37,579 $2.42 Million
Q2 2021 Aug 10, 2021	SELL	$59.74 - $66.87 $73,838 - $82,651	-1,236 Reduced 3.35%	35,678 $2.25 Million
Q1 2021 May 06, 2021	BUY	$48.31 - $61.55 $1.78 Million - $2.27 Million	36,914 New	36,914 $2.21 Million
Q4 2019 Jan 15, 2020	SELL	$52.35 - $57.4 $426,495 - $467,637	-8,147 Closed	0 $0
Q3 2019 Nov 08, 2019	SELL	$52.18 - $60.68 $10,644 - $12,378	-204 Reduced 2.44%	8,147 $466,000
Q2 2019 Aug 07, 2019	BUY	$51.57 - $57.92 $5,930 - $6,660	115 Added 1.4%	8,351 $486,000
Q1 2019 May 08, 2019	BUY	$43.39 - $53.09 $357,360 - $437,249	8,236 New	8,236 $413,000
Q4 2018 Feb 14, 2019	SELL	$41.08 - $60.65 $106,561 - $157,326	-2,594 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$52.86 - $59.54 $137,118 - $154,446	2,594 New	2,594 $152,000
Q2 2018 Aug 13, 2018	SELL	$52.58 - $61.46 $120,145 - $140,436	-2,285 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$57.76 - $75.04 $131,981 - $171,466	2,285 New	2,285 $139,000
Q4 2017 Feb 09, 2018	SELL	$64.92 - $71.76 $228,453 - $252,523	-3,519 Closed	0 $0
Q3 2017 Oct 19, 2017	BUY	$59.92 - $67.04 $210,858 - $235,913	3,519	3,519 $226,000

Others Institutions Holding PFG

# of Institutions

846

Shares Held

161M

Call Options Held

239K

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 $21.3B
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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Avantax Planning Partners, Inc. Principal Financial Group Inc Transaction History