Belpointe Asset Management LLC Principal Financial Group Inc Transaction History

Belpointe Asset Management LLC

  • $1.51 Billion
  • Q4 2024

A detailed history of Belpointe Asset Management LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Belpointe Asset Management LLC holds 4,040 shares of PFG stock, worth $348,207. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,040
Previous 4,452 9.25%
Holding current value
$348,207
Previous $382,000 18.32%
% of portfolio
0.02%
Previous 0.03%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$74.91 - $91.26 $30,862 - $37,599
-412 Reduced 9.25%
4,040 $312,000
Q3 2024

Nov 12, 2024
BUY
$72.94 - $87.46 $81,692 - $97,955
1,120 Added 33.61%
4,452 $382,000
Q2 2024

Aug 02, 2024
BUY
$76.66 - $86.01 $12,495 - $14,019
163 Added 5.14%
3,332 $261,000
Q1 2024

May 08, 2024
BUY
$77.2 - $86.31 $3,551 - $3,970
46 Added 1.47%
3,169 $273,000
Q4 2023

Feb 13, 2024
BUY
$66.88 - $79.58 $208,866 - $248,528
3,123 New
3,123 $245,000
Q1 2023

May 15, 2023
BUY
$69.69 - $93.39 $51,709 - $69,295
742 Added 22.66%
4,017 $298,000
Q4 2022

Feb 08, 2023
BUY
$75.39 - $95.0 $18,621 - $23,465
247 Added 8.16%
3,275 $274,000
Q3 2022

Nov 14, 2022
BUY
$61.13 - $79.78 $51,654 - $67,414
845 Added 38.71%
3,028 $218,000
Q2 2022

Aug 02, 2022
SELL
$62.84 - $76.21 $3,581 - $4,343
-57 Reduced 2.54%
2,183 $146,000
Q1 2022

Apr 28, 2022
BUY
$64.37 - $78.95 $21,563 - $26,448
335 Added 17.59%
2,240 $164,000
Q1 2021

May 14, 2021
BUY
$48.31 - $61.55 $92,030 - $117,252
1,905 New
1,905 $114,000
Q4 2020

Feb 16, 2021
SELL
$38.25 - $52.6 $1.34 Million - $1.84 Million
-34,946 Closed
0 $0
Q3 2020

Nov 13, 2020
BUY
$37.79 - $46.18 $1.32 Million - $1.61 Million
34,946 New
34,946 $1.41 Million
Q3 2020

Nov 13, 2020
SELL
$37.79 - $46.18 $98,631 - $120,529
-2,610 Closed
0 $0
Q2 2020

Jul 20, 2020
BUY
$26.41 - $48.72 $68,930 - $127,159
2,610 New
2,610 $108,000
Q1 2020

Jul 20, 2020
SELL
$24.16 - $57.08 $93,789 - $221,584
-3,882 Closed
0 $0
Q4 2019

Feb 18, 2020
BUY
$52.35 - $57.4 $40,414 - $44,312
772 Added 24.82%
3,882 $214,000
Q3 2019

Jan 16, 2020
SELL
$52.18 - $60.68 $9,392 - $10,922
-180 Reduced 5.47%
3,110 $178,000
Q2 2019

Nov 22, 2019
SELL
$51.57 - $57.92 $412 - $463
-8 Reduced 0.24%
3,290 $0
Q1 2019

Jun 11, 2019
BUY
$43.39 - $53.09 $143,100 - $175,090
3,298 New
3,298 $166,000
Q1 2018

Aug 06, 2018
SELL
$57.76 - $75.04 $405,013 - $526,180
-7,012 Closed
0 $0
Q4 2017

Feb 15, 2018
SELL
$64.92 - $71.76 $13,892 - $15,356
-214 Reduced 2.96%
7,012 $495,000
Q3 2017

Nov 16, 2017
BUY
$59.92 - $67.04 $432,981 - $484,431
7,226
7,226 $465,000

Others Institutions Holding PFG

# of Institutions
854
Shares Held
161M
Call Options Held
219K
Put Options Held
87.5K
View Full List

About PRINCIPAL FINANCIAL GROUP INC

PFG Quotes by TradingView
  • Ticker PFG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 249,236,992
  • Market Cap $21.5B
  • 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
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