A detailed history of Ever Source Wealth Advisors, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 689 shares of PFG stock, worth $58,358. This represents 0.0% of its overall portfolio holdings.

Number of Shares
689
Previous 930 25.91%
Holding current value
$58,358
Previous $72,000 18.06%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 08, 2024

SELL
$72.94 - $87.46 $17,578 - $21,077
-241 Reduced 25.91%
689 $59,000
Q2 2024

Aug 13, 2024

BUY
$76.66 - $86.01 $10,962 - $12,299
143 Added 18.17%
930 $72,000
Q1 2024

Jun 11, 2024

BUY
$77.2 - $86.31 $6,562 - $7,336
85 Added 12.11%
787 $67,000
Q4 2023

Feb 09, 2024

BUY
$66.88 - $79.58 $3,277 - $3,899
49 Added 7.5%
702 $55,000
Q3 2023

Nov 03, 2023

BUY
$72.0 - $84.1 $1,800 - $2,102
25 Added 3.98%
653 $47,000
Q1 2023

May 11, 2023

BUY
$69.69 - $93.39 $3,763 - $5,043
54 Added 9.41%
628 $46,000
Q3 2022

Nov 07, 2022

BUY
$61.13 - $79.78 $855 - $1,116
14 Added 2.5%
574 $42,000
Q2 2022

Aug 01, 2022

SELL
$62.84 - $76.21 $2,136 - $2,591
-34 Reduced 5.72%
560 $37,000
Q1 2022

May 25, 2022

BUY
$64.37 - $78.95 $2,188 - $2,684
34 Added 6.07%
594 $44,000
Q4 2021

Feb 07, 2022

BUY
$65.12 - $73.93 $36,467 - $41,400
560 New
560 $41,000

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 $21.1B
  • 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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