Concord Wealth Partners Principal Financial Group Inc Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Principal Financial Group Inc stock. As of the latest transaction made, Concord Wealth Partners holds 310 shares of PFG stock, worth $25,379. This represents 0.0% of its overall portfolio holdings.

Number of Shares
310
Previous 3,110 90.03%
Holding current value
$25,379
Previous $267,000 91.39%
% of portfolio
0.0%
Previous 0.05%

Shares

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

Jan 23, 2025
SELL
$74.91 - $91.26 $209,748 - $255,528
-2,800 Reduced 90.03%
310 $23,000
Q3 2024

Oct 24, 2024
BUY
$72.94 - $87.46 $202,262 - $242,526
2,773 Added 822.85%
3,110 $267,000
Q2 2024

Jul 31, 2024
SELL
$76.66 - $86.01 $214,648 - $240,828
-2,800 Reduced 89.26%
337 $26,000
Q1 2024

Apr 30, 2024
BUY
$77.2 - $86.31 $199,407 - $222,938
2,583 Added 466.25%
3,137 $270,000
Q4 2023

Apr 30, 2024
SELL
$66.88 - $79.58 $187,264 - $222,824
-2,800 Reduced 83.48%
554 $43,000
Q4 2023

Feb 05, 2024
SELL
$66.88 - $79.58 $187,264 - $222,824
-2,800 Reduced 83.48%
554 $43,000
Q3 2023

Apr 30, 2024
BUY
$72.0 - $84.1 $201,600 - $235,479
2,800 Added 505.42%
3,354 $241,000
Q2 2023

Aug 07, 2023
BUY
$65.46 - $77.11 $8,968 - $10,564
137 Added 4.26%
3,354 $254,000
Q1 2023

Apr 26, 2023
SELL
$69.69 - $93.39 $57,773 - $77,420
-829 Reduced 20.49%
3,217 $239,000
Q4 2022

Jan 27, 2023
SELL
$75.39 - $95.0 $44,630 - $56,240
-592 Reduced 12.76%
4,046 $339,000
Q3 2022

Nov 10, 2022
SELL
$61.13 - $79.78 $26,285 - $34,305
-430 Reduced 8.48%
4,638 $335,000
Q2 2022

Aug 04, 2022
BUY
$62.84 - $76.21 $19,920 - $24,158
317 Added 6.67%
5,068 $338,000
Q1 2022

Apr 20, 2022
BUY
$64.37 - $78.95 $9,333 - $11,447
145 Added 3.15%
4,751 $349,000
Q4 2021

Jan 21, 2022
BUY
$65.12 - $73.93 $83,028 - $94,260
1,275 Added 38.28%
4,606 $333,000
Q3 2021

Nov 09, 2021
SELL
$59.2 - $68.12 $34,809 - $40,054
-588 Reduced 15.0%
3,331 $215,000
Q2 2021

Jul 29, 2021
BUY
$59.74 - $66.87 $51,017 - $57,106
854 Added 27.86%
3,919 $248,000
Q1 2021

May 13, 2021
BUY
$48.31 - $61.55 $3,140 - $4,000
65 Added 2.17%
3,065 $184,000
Q4 2020

Feb 16, 2021
BUY
$38.25 - $52.6 $114,750 - $157,800
3,000 New
3,000 $149,000

Others Institutions Holding PFG

# of Institutions
831
Shares Held
159M
Call Options Held
177K
Put Options Held
119K
View Full List

About PRINCIPAL FINANCIAL GROUP INC

PFG Quotes by TradingView
  • Ticker PFG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 249,236,992
  • Market Cap $20.4B
  • 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
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners 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 Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email