A detailed history of Colonial Trust CO / Sc transactions in Principal Financial Group Inc stock. As of the latest transaction made, Colonial Trust CO / Sc holds 323 shares of PFG stock, worth $27,971. This represents 0.0% of its overall portfolio holdings.

Number of Shares
323
Previous 237 36.29%
Holding current value
$27,971
Previous $20,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

BUY
$74.91 - $91.26 $6,442 - $7,848
86 Added 36.29%
323 $25,000
Q3 2024

Nov 12, 2024

BUY
$72.94 - $87.46 $583 - $699
8 Added 3.49%
237 $20,000
Q2 2024

Aug 14, 2024

SELL
$76.66 - $86.01 $22,001 - $24,684
-287 Reduced 55.62%
229 $17,000
Q1 2024

May 13, 2024

BUY
$77.2 - $86.31 $39,835 - $44,535
516 New
516 $44,000
Q4 2022

Feb 14, 2023

BUY
$75.39 - $95.0 $10,026 - $12,635
133 New
133 $11,000

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 Colonial Trust CO / Sc Portfolio

Follow Colonial Trust CO / Sc 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 Colonial Trust CO / Sc, based on Form 13F filings with the SEC.

News

Stay updated on Colonial Trust CO / Sc with notifications on news.