A detailed history of Buckingham Strategic Wealth, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 5,440 shares of PFG stock, worth $466,371. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,440
Previous 5,558 2.12%
Holding current value
$466,371
Previous $479,000 11.06%
% of portfolio
0.0%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$76.66 - $86.01 $9,045 - $10,149
-118 Reduced 2.12%
5,440 $426,000
Q1 2024

May 09, 2024

BUY
$77.2 - $86.31 $50,025 - $55,928
648 Added 13.2%
5,558 $479,000
Q4 2023

Feb 14, 2024

SELL
$66.88 - $79.58 $65,475 - $77,908
-979 Reduced 16.62%
4,910 $386,000
Q3 2023

Nov 13, 2023

BUY
$72.0 - $84.1 $32,472 - $37,929
451 Added 8.29%
5,889 $424,000
Q2 2023

Aug 11, 2023

SELL
$65.46 - $77.11 $13,812 - $16,270
-211 Reduced 3.74%
5,438 $412,000
Q4 2022

Feb 13, 2023

SELL
$75.39 - $95.0 $18,093 - $22,800
-240 Reduced 4.08%
5,649 $474,000
Q3 2022

Nov 07, 2022

BUY
$61.13 - $79.78 $3,667 - $4,786
60 Added 1.03%
5,889 $425,000
Q2 2022

Aug 12, 2022

SELL
$62.84 - $76.21 $24,444 - $29,645
-389 Reduced 6.26%
5,829 $389,000
Q1 2022

May 10, 2022

BUY
$64.37 - $78.95 $39,201 - $48,080
609 Added 10.86%
6,218 $456,000
Q4 2021

Feb 09, 2022

BUY
$65.12 - $73.93 $22,596 - $25,653
347 Added 6.59%
5,609 $406,000
Q3 2021

Nov 10, 2021

BUY
$59.2 - $68.12 $81,518 - $93,801
1,377 Added 35.44%
5,262 $339,000
Q2 2021

Aug 06, 2021

BUY
$59.74 - $66.87 $232,089 - $259,789
3,885 New
3,885 $245,000

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 $21.4B
  • 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...
More about PFG
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