A detailed history of Bogart Wealth, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Bogart Wealth, LLC holds 300 shares of PFG stock, worth $26,037. This represents 0.0% of its overall portfolio holdings.

Number of Shares
300
Previous 300 -0.0%
Holding current value
$26,037
Previous $23,000 8.7%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Apr 25, 2024

SELL
$77.2 - $86.31 $617 - $690
-8 Reduced 2.6%
300 $25,000
Q4 2023

Feb 06, 2024

BUY
$66.88 - $79.58 $535 - $636
8 Added 2.67%
308 $24,000
Q2 2022

Jul 22, 2022

BUY
$62.84 - $76.21 $18,852 - $22,862
300 New
300 $20,000

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 $21.6B
  • 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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