A detailed history of Capital Investment Advisors, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Capital Investment Advisors, LLC holds 6,428 shares of PFG stock, worth $538,794. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,428
Previous 5,802 10.79%
Holding current value
$538,794
Previous $500,000 0.8%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 12, 2024

BUY
$76.66 - $86.01 $47,989 - $53,842
626 Added 10.79%
6,428 $504,000
Q1 2024

Apr 15, 2024

SELL
$77.2 - $86.31 $13,355 - $14,931
-173 Reduced 2.9%
5,802 $500,000
Q4 2023

Jan 05, 2024

BUY
$66.88 - $79.58 $16,786 - $19,974
251 Added 4.39%
5,975 $470,000
Q3 2023

Oct 16, 2023

BUY
$72.0 - $84.1 $8,208 - $9,587
114 Added 2.03%
5,724 $412,000
Q2 2023

Jul 11, 2023

BUY
$65.46 - $77.11 $21,798 - $25,677
333 Added 6.31%
5,610 $425,000
Q1 2023

Apr 10, 2023

BUY
$69.69 - $93.39 $7,038 - $9,432
101 Added 1.95%
5,277 $392,000
Q4 2022

Jan 05, 2023

SELL
$75.39 - $95.0 $15,379 - $19,380
-204 Reduced 3.79%
5,176 $434,000
Q3 2022

Oct 05, 2022

SELL
$61.13 - $79.78 $19,867 - $25,928
-325 Reduced 5.7%
5,380 $388,000
Q2 2022

Jul 06, 2022

SELL
$62.84 - $76.21 $377 - $457
-6 Reduced 0.11%
5,705 $381,000
Q4 2021

Jan 10, 2022

SELL
$65.12 - $73.93 $42,002 - $47,684
-645 Reduced 10.15%
5,711 $413,000
Q3 2021

Oct 13, 2021

SELL
$59.2 - $68.12 $14,208 - $16,348
-240 Reduced 3.64%
6,356 $409,000
Q2 2021

Jul 14, 2021

BUY
$59.74 - $66.87 $5,376 - $6,018
90 Added 1.38%
6,596 $417,000
Q1 2021

Apr 27, 2021

BUY
$48.31 - $61.55 $33,430 - $42,592
692 Added 11.9%
6,506 $390,000
Q4 2020

Jan 21, 2021

SELL
$38.25 - $52.6 $3,442 - $4,734
-90 Reduced 1.52%
5,814 $288,000
Q3 2020

Oct 29, 2020

SELL
$37.79 - $46.18 $3,401 - $4,156
-90 Reduced 1.5%
5,904 $238,000
Q2 2020

Jul 20, 2020

BUY
$26.41 - $48.72 $158,301 - $292,027
5,994 New
5,994 $249,000
Q1 2020

Apr 13, 2020

SELL
$24.16 - $57.08 $172,188 - $406,809
-7,127 Closed
0 $0
Q4 2019

Jan 21, 2020

SELL
$52.35 - $57.4 $3,612 - $3,960
-69 Reduced 0.96%
7,127 $392,000
Q3 2019

Oct 24, 2019

SELL
$52.18 - $60.68 $35,064 - $40,776
-672 Reduced 8.54%
7,196 $411,000
Q2 2019

Jul 17, 2019

BUY
$51.57 - $57.92 $5,311 - $5,965
103 Added 1.33%
7,868 $456,000
Q1 2019

Apr 11, 2019

BUY
$43.39 - $53.09 $6,812 - $8,335
157 Added 2.06%
7,765 $390,000
Q4 2018

Jan 17, 2019

SELL
$41.08 - $60.65 $10,187 - $15,041
-248 Reduced 3.16%
7,608 $336,000
Q3 2018

Oct 15, 2018

BUY
$52.86 - $59.54 $17,285 - $19,469
327 Added 4.34%
7,856 $460,000
Q2 2018

Jul 10, 2018

BUY
$52.58 - $61.46 $5,363 - $6,268
102 Added 1.37%
7,529 $399,000
Q1 2018

Apr 16, 2018

SELL
$57.76 - $75.04 $16,692 - $21,686
-289 Reduced 3.75%
7,427 $452,000
Q4 2017

Jan 17, 2018

SELL
$64.92 - $71.76 $4,479 - $4,951
-69 Reduced 0.89%
7,716 $544,000
Q3 2017

Oct 17, 2017

BUY
$59.92 - $67.04 $466,477 - $521,906
7,785
7,785 $501,000

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 $20.9B
  • 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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