Concourse Financial Group Securities, Inc. Principal Financial Group Inc Transaction History

Concourse Financial Group Securities, Inc.

$0
Q2 2025

Number of Shares

Previous 0 NaN%

Holding current value

Previous $0 NaN%

% of portfolio

100.0%

Previous 100.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$69.56 - $86.19 $0 - $0	0 New	0 $0
Q1 2025 May 14, 2025	SELL	$76.34 - $89.04 $363,302 - $423,741	-4,759 Closed	0 $0
Q4 2024 Feb 13, 2025	BUY	$74.91 - $91.26 $20,525 - $25,005	274 Added 6.11%	4,759 $368,000
Q3 2024 Oct 10, 2024	SELL	$72.94 - $87.46 $75,930 - $91,045	-1,041 Reduced 18.84%	4,485 $385,000
Q2 2024 Jul 23, 2024	SELL	$76.66 - $86.01 $6,056 - $6,794	-79 Reduced 1.41%	5,526 $433,000
Q1 2024 Apr 30, 2024	SELL	$77.2 - $86.31 $64,230 - $71,809	-832 Reduced 12.93%	5,605 $483,000
Q4 2023 Feb 07, 2024	SELL	$66.88 - $79.58 $136,970 - $162,979	-2,048 Reduced 24.14%	6,437 $506,000
Q3 2023 Oct 25, 2023	BUY	$72.0 - $84.1 $504 - $588	7 Added 0.08%	8,485 $611,000
Q2 2023 Aug 10, 2023	SELL	$65.46 - $77.11 $41,959 - $49,427	-641 Reduced 7.03%	8,478 $642,000
Q1 2023 May 15, 2023	BUY	$69.69 - $93.39 $111,991 - $150,077	1,607 Added 21.39%	9,119 $677,000
Q4 2022 Jan 30, 2023	SELL	$75.39 - $95.0 $18,621 - $23,465	-247 Reduced 3.18%	7,512 $0
Q3 2022 Nov 15, 2022	SELL	$61.13 - $79.78 $9,597 - $12,525	-157 Reduced 1.98%	7,759 $560,000
Q2 2022 Aug 09, 2022	BUY	$62.84 - $76.21 $46,187 - $56,014	735 Added 10.24%	7,916 $529,000
Q1 2022 May 09, 2022	BUY	$64.37 - $78.95 $445,697 - $546,649	6,924 Added 2694.16%	7,181 $527,000
Q4 2021 Feb 07, 2022	BUY	$65.12 - $73.93 $16,735 - $19,000	257 New	257 $19,000
Q3 2021 Nov 09, 2021	SELL	$59.2 - $68.12 $11,662 - $13,419	-197 Closed	0 $0
Q1 2020 May 13, 2020	SELL	$24.16 - $57.08 $265 - $627	-11 Reduced 5.29%	197 $6,000
Q4 2019 Feb 14, 2020	BUY	$52.35 - $57.4 $8,428 - $9,241	161 Added 342.55%	208 $11,000
Q3 2019 Nov 13, 2019	SELL	$52.18 - $60.68 $8,400 - $9,769	-161 Reduced 77.4%	47 $3,000
Q1 2019 May 15, 2019	SELL	$43.39 - $53.09 $4,903 - $5,999	-113 Reduced 35.2%	208 $10,000
Q4 2018 Feb 14, 2019	BUY	$41.08 - $60.65 $12,734 - $18,801	310 Added 2818.18%	321 $14,000
Q3 2018 Nov 13, 2018	BUY	$52.86 - $59.54 $581 - $654	11 New	11 $1,000

Others Institutions Holding PFG

# of Institutions

932

Shares Held

165M

Call Options Held

121K

Put Options Held

89.3K

View Full List

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concourse Financial Group Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Concourse Financial Group Securities, Inc. with notifications on news.

Account