A detailed history of Clearstead Advisors, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Clearstead Advisors, LLC holds 523 shares of PFG stock, worth $45,270. This represents 0.0% of its overall portfolio holdings.

Number of Shares
523
Previous 523 -0.0%
Holding current value
$45,270
Previous $41,000 7.32%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 09, 2024

SELL
$76.66 - $86.01 $15,025 - $16,857
-196 Reduced 27.26%
523 $41,000
Q1 2024

May 14, 2024

SELL
$77.2 - $86.31 $1,312 - $1,467
-17 Reduced 2.31%
719 $62,000
Q4 2023

Feb 12, 2024

BUY
$66.88 - $79.58 $1,136 - $1,352
17 Added 2.36%
736 $57,000
Q2 2023

Aug 07, 2023

BUY
$65.46 - $77.11 $40,519 - $47,731
619 Added 619.0%
719 $54,000
Q4 2021

Feb 14, 2022

SELL
$65.12 - $73.93 $123,402 - $140,097
-1,895 Reduced 94.99%
100 $7,000
Q3 2021

Nov 12, 2021

SELL
$59.2 - $68.12 $1,302 - $1,498
-22 Reduced 1.09%
1,995 $128,000
Q2 2021

Aug 12, 2021

BUY
$59.74 - $66.87 $1,314 - $1,471
22 Added 1.1%
2,017 $127,000
Q3 2020

Nov 12, 2020

SELL
$37.79 - $46.18 $12,848 - $15,701
-340 Reduced 14.56%
1,995 $80,000
Q2 2020

Aug 11, 2020

SELL
$26.41 - $48.72 $2,641 - $4,872
-100 Reduced 4.11%
2,335 $97,000
Q1 2020

May 14, 2020

BUY
$24.16 - $57.08 $58,829 - $138,989
2,435 New
2,435 $76,000

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
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.