A detailed history of Concord Wealth Partners transactions in Principal Financial Group Inc stock. As of the latest transaction made, Concord Wealth Partners holds 3,110 shares of PFG stock, worth $261,706. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,110
Previous 337 822.85%
Holding current value
$261,706
Previous $26,000 926.92%
% of portfolio
0.05%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About PRINCIPAL FINANCIAL GROUP INC


  • Ticker PFG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 249,236,992
  • Market Cap $21B
  • 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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