A detailed history of Centennial Wealth Advisory LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Centennial Wealth Advisory LLC holds 3,228 shares of PFG stock, worth $274,638. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,228
Previous 4,068 20.65%
Holding current value
$274,638
Previous $351,000 27.92%
% of portfolio
0.11%
Previous 0.16%

Shares

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

Jul 22, 2024

SELL
$76.66 - $86.01 $64,394 - $72,248
-840 Reduced 20.65%
3,228 $253,000
Q1 2024

Apr 22, 2024

SELL
$77.2 - $86.31 $33,736 - $37,717
-437 Reduced 9.7%
4,068 $351,000
Q4 2023

Jan 17, 2024

SELL
$66.88 - $79.58 $16,251 - $19,337
-243 Reduced 5.12%
4,505 $354,000
Q3 2023

Oct 10, 2023

BUY
$72.0 - $84.1 $11,016 - $12,867
153 Added 3.33%
4,748 $342,000
Q2 2023

Jul 17, 2023

SELL
$65.46 - $77.11 $3,338 - $3,932
-51 Reduced 1.1%
4,595 $348,000
Q1 2023

Apr 13, 2023

BUY
$69.69 - $93.39 $40,141 - $53,792
576 Added 14.15%
4,646 $345,000
Q4 2022

Jan 17, 2023

BUY
$75.39 - $95.0 $18,545 - $23,370
246 Added 6.43%
4,070 $0
Q3 2022

Oct 12, 2022

SELL
$61.13 - $79.78 $127,761 - $166,740
-2,090 Reduced 35.34%
3,824 $276,000
Q2 2022

Jul 12, 2022

BUY
$62.84 - $76.21 $102,869 - $124,755
1,637 Added 38.27%
5,914 $395,000
Q1 2022

Apr 18, 2022

BUY
$64.37 - $78.95 $39,201 - $48,080
609 Added 16.6%
4,277 $314,000
Q4 2021

Jan 13, 2022

BUY
$65.12 - $73.93 $13,349 - $15,155
205 Added 5.92%
3,668 $265,000
Q3 2021

Oct 08, 2021

BUY
$59.2 - $68.12 $10,064 - $11,580
170 Added 5.16%
3,463 $223,000
Q2 2021

Jul 13, 2021

BUY
$59.74 - $66.87 $196,723 - $220,202
3,293 New
3,293 $208,000

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 $21.2B
  • 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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