Berger Financial Group, Inc Principal Spectrum Pfd Secs Ac Transaction History

Berger Financial Group, Inc

$1.36 Billion
Q3 2025

A detailed history of Berger Financial Group, Inc transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, Berger Financial Group, Inc holds 430,277 shares of PREF stock, worth $8.22 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

430,277

Previous 425,217 1.19%

Holding current value

$8.22 Million

Previous $8.07 Million 2.1%

% of portfolio

0.6%

Previous 0.64%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$18.86 - $19.16 $95,431 - $96,949	5,060 Added 1.19%	430,277 $8.24 Million
Q2 2025 Jul 22, 2025	BUY	$18.21 - $18.97 $411,382 - $428,551	22,591 Added 5.61%	425,217 $8.07 Million
Q1 2025 May 12, 2025	BUY	$18.55 - $18.81 $851,482 - $863,416	45,902 Added 12.87%	402,626 $7.53 Million
Q4 2024 Feb 14, 2025	BUY	$18.59 - $18.8 $580,472 - $587,030	31,225 Added 9.59%	356,724 $6.64 Million
Q3 2024 Nov 12, 2024	BUY	$18.19 - $18.81 $286,419 - $296,182	15,746 Added 5.08%	325,499 $6.12 Million
Q2 2024 Aug 14, 2024	BUY	$17.82 - $18.34 $652,372 - $671,409	36,609 Added 13.4%	309,753 $5.64 Million
Q1 2024 Apr 16, 2024	SELL	$17.42 - $18.17 $19.4 Million - $20.2 Million	-1,114,214 Reduced 80.31%	273,144 $4.96 Million
Q4 2023 Feb 07, 2024	BUY	$16.33 - $17.54 $22.7 Million - $24.3 Million	1,387,358 New	1,387,358 $24.3 Million

Others Institutions Holding PREF

# of Institutions

130

Shares Held

52.7M

Call Options Held

Put Options Held

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About PRINCIPAL SPECTRUM PFD SECS AC

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Berger Financial Group, Inc Principal Spectrum Pfd Secs Ac Transaction History