A detailed history of Fin Trust Capital Advisors, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Fin Trust Capital Advisors, LLC holds 2,494 shares of PFG stock, worth $213,810. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,494
Previous 2,494 -0.0%
Holding current value
$213,810
Previous $195,000 9.74%
% of portfolio
0.04%
Previous 0.04%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

BUY
$76.66 - $86.01 $22,538 - $25,286
294 Added 13.36%
2,494 $195,000
Q1 2024

May 02, 2024

BUY
$77.2 - $86.31 $118,502 - $132,485
1,535 Added 230.83%
2,200 $189,000
Q3 2023

Oct 24, 2023

SELL
$72.0 - $84.1 $38,664 - $45,161
-537 Reduced 44.68%
665 $47,000
Q4 2022

Feb 14, 2023

BUY
$75.39 - $95.0 $829 - $1,045
11 Added 0.92%
1,202 $100,000
Q3 2022

Oct 20, 2022

SELL
$61.13 - $79.78 $26,836 - $35,023
-439 Reduced 26.93%
1,191 $95,000
Q2 2022

Jul 26, 2022

SELL
$62.84 - $76.21 $1,633 - $1,981
-26 Reduced 1.57%
1,630 $104,000
Q1 2022

May 03, 2022

BUY
$64.37 - $78.95 $8,368 - $10,263
130 Added 8.52%
1,656 $121,000
Q3 2021

Nov 16, 2021

SELL
$59.2 - $68.12 $2,960 - $3,406
-50 Reduced 3.17%
1,526 $98,000
Q2 2021

Aug 16, 2021

SELL
$59.74 - $66.87 $21,745 - $24,340
-364 Reduced 18.76%
1,576 $100,000
Q1 2021

May 17, 2021

SELL
$48.31 - $61.55 $74,107 - $94,417
-1,534 Reduced 44.16%
1,940 $116,000
Q4 2020

Feb 16, 2021

BUY
$38.25 - $52.6 $29,758 - $40,922
778 Added 28.86%
3,474 $172,000
Q2 2020

Sep 11, 2020

BUY
$26.41 - $48.72 $71,201 - $131,349
2,696 New
2,696 $112,000
Q2 2020

Aug 14, 2020

SELL
$26.41 - $48.72 $2,641 - $4,872
-100 Closed
0 $0
Q4 2018

Feb 11, 2019

BUY
$41.08 - $60.65 $4,108 - $6,065
100 New
100 $4,000

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 $21.4B
  • 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...
More about PFG
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