Continuum Advisory, LLC Principal Financial Group Inc Transaction History

Continuum Advisory, LLC

  • $778 Million
  • Q3 2024

A detailed history of Continuum Advisory, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Continuum Advisory, LLC holds 2,003 shares of PFG stock, worth $154,691. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,003
Previous 2,112 5.16%
Holding current value
$154,691
Previous $165,000 4.24%
% of portfolio
0.02%
Previous 0.02%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 15, 2024
SELL
$72.94 - $87.46 $7,950 - $9,533
-109 Reduced 5.16%
2,003 $172,000
Q2 2024

Jul 19, 2024
SELL
$76.66 - $86.01 $13,032 - $14,621
-170 Reduced 7.45%
2,112 $165,000
Q1 2024

May 10, 2024
SELL
$77.2 - $86.31 $111,245 - $124,372
-1,441 Reduced 38.71%
2,282 $196,000
Q4 2023

Feb 14, 2024
SELL
$66.88 - $79.58 $168,872 - $200,939
-2,525 Reduced 40.41%
3,723 $292,000
Q3 2023

Nov 13, 2023
SELL
$72.0 - $84.1 $1,368 - $1,597
-19 Reduced 0.3%
6,248 $450,000
Q2 2023

Dec 13, 2023
SELL
$65.46 - $77.11 $4,058 - $4,780
-62 Reduced 0.98%
6,267 $475,000
Q2 2023

Aug 10, 2023
SELL
$65.46 - $77.11 $4,058 - $4,780
-62 Reduced 0.98%
6,267 $475,000
Q1 2023

Dec 13, 2023
BUY
$69.69 - $93.39 $140,285 - $187,994
2,013 Added 46.64%
6,329 $470,000
Q1 2023

May 12, 2023
BUY
$69.69 - $93.39 $140,285 - $187,994
2,013 Added 46.64%
6,329 $470,000
Q4 2022

Dec 13, 2023
BUY
$75.39 - $95.0 $8,142 - $10,260
108 Added 2.57%
4,316 $362,000
Q4 2022

Feb 10, 2023
BUY
$75.39 - $95.0 $8,142 - $10,260
108 Added 2.57%
4,316 $362,000
Q3 2022

Dec 13, 2023
SELL
$61.13 - $79.78 $22,862 - $29,837
-374 Reduced 8.16%
4,208 $303,000
Q3 2022

Nov 08, 2022
SELL
$61.13 - $79.78 $22,862 - $29,837
-374 Reduced 8.16%
4,208 $304,000
Q2 2022

Dec 13, 2023
SELL
$62.84 - $76.21 $27,586 - $33,456
-439 Reduced 8.74%
4,582 $306,000
Q2 2022

Aug 15, 2022
SELL
$62.84 - $76.21 $27,586 - $33,456
-439 Reduced 8.74%
4,582 $306,000
Q1 2022

Dec 13, 2023
SELL
$64.37 - $78.95 $78,981 - $96,871
-1,227 Reduced 19.64%
5,021 $368,000
Q1 2022

May 17, 2022
BUY
$64.37 - $78.95 $323,201 - $396,407
5,021 New
5,021 $342,000

Others Institutions Holding PFG

# of Institutions
836
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 $19.2B
  • 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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