Eads & Heald Wealth Management Principal Financial Group Inc Transaction History

Eads & Heald Wealth Management

$211 Million
Q3 2024

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$77.2 - $86.31 $179,567 - $200,757	2,326 New	2,326 $201,000
Q4 2022 Jan 27, 2023	SELL	$75.39 - $95.0 $63,327 - $79,800	-840 Reduced 20.19%	3,321 $279,000
Q3 2022 Oct 27, 2022	SELL	$61.13 - $79.78 $3,973 - $5,185	-65 Reduced 1.54%	4,161 $300,000
Q2 2022 Jul 26, 2022	SELL	$62.84 - $76.21 $19,166 - $23,244	-305 Reduced 6.73%	4,226 $282,000
Q4 2021 Jan 31, 2022	SELL	$65.12 - $73.93 $1,953 - $2,217	-30 Reduced 0.66%	4,531 $327,000
Q3 2021 Oct 27, 2021	BUY	$59.2 - $68.12 $74,592 - $85,831	1,260 Added 38.17%	4,561 $293,000
Q2 2021 Jul 30, 2021	SELL	$59.74 - $66.87 $4,122 - $4,614	-69 Reduced 2.05%	3,301 $208,000
Q1 2021 Apr 29, 2021	BUY	$48.31 - $61.55 $162,804 - $207,423	3,370 New	3,370 $202,000
Q4 2020 Feb 02, 2021	SELL	$38.25 - $52.6 $222,347 - $305,763	-5,813 Closed	0 $0
Q3 2020 Nov 02, 2020	SELL	$37.79 - $46.18 $47,350 - $57,863	-1,253 Reduced 17.73%	5,813 $234,000
Q2 2020 Jul 29, 2020	SELL	$26.41 - $48.72 $42,388 - $78,195	-1,605 Reduced 18.51%	7,066 $293,000
Q1 2020 May 01, 2020	SELL	$24.16 - $57.08 $45,783 - $108,166	-1,895 Reduced 17.93%	8,671 $271,000
Q4 2019 Jan 31, 2020	SELL	$52.35 - $57.4 $99,203 - $108,773	-1,895 Reduced 15.21%	10,566 $581,000
Q3 2019 Oct 31, 2019	SELL	$52.18 - $60.68 $16,958 - $19,721	-325 Reduced 2.54%	12,461 $712,000
Q2 2019 Jul 30, 2019	SELL	$51.57 - $57.92 $28,208 - $31,682	-547 Reduced 4.1%	12,786 $0
Q1 2019 Apr 26, 2019	BUY	$43.39 - $53.09 $29,418 - $35,995	678 Added 5.36%	13,333 $0
Q4 2018 Jan 31, 2019	SELL	$41.08 - $60.65 $38,615 - $57,011	-940 Reduced 6.91%	12,655 $558,000
Q3 2018 Oct 31, 2018	BUY	$52.86 - $59.54 $38,693 - $43,583	732 Added 5.69%	13,595 $0
Q2 2018 Jul 27, 2018	SELL	$52.58 - $61.46 $4,206 - $4,916	-80 Reduced 0.62%	12,863 $0
Q1 2018 Apr 26, 2018	SELL	$57.76 - $75.04 $27,436 - $35,644	-475 Reduced 3.54%	12,943 $0
Q4 2017 Jan 31, 2018	SELL	$64.92 - $71.76 $129 - $143	-2 Reduced 0.01%	13,418 $0
Q3 2017 Oct 27, 2017	BUY	$59.92 - $67.04 $804,126 - $899,676	13,420	13,420 $0

Others Institutions Holding PFG

# of Institutions

835

Shares Held

159M

Call Options Held

177K

Put Options Held

119K

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 $21.4B
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...

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