A detailed history of Forum Financial Management, LP transactions in Principal Financial Group Inc stock. As of the latest transaction made, Forum Financial Management, LP holds 6,433 shares of PFG stock, worth $552,659. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,433
Previous 6,879 6.48%
Holding current value
$552,659
Previous $593,000 15.01%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 30, 2024

SELL
$76.66 - $86.01 $34,190 - $38,360
-446 Reduced 6.48%
6,433 $504,000
Q1 2024

May 09, 2024

BUY
$77.2 - $86.31 $34,740 - $38,839
450 Added 7.0%
6,879 $593,000
Q4 2023

Feb 07, 2024

SELL
$66.88 - $79.58 $30,095 - $35,811
-450 Reduced 6.54%
6,429 $505,000
Q2 2023

Jul 26, 2023

SELL
$65.46 - $77.11 $130 - $154
-2 Reduced 0.03%
6,879 $521,000
Q1 2023

Apr 19, 2023

BUY
$69.69 - $93.39 $139 - $186
2 Added 0.03%
6,881 $511,000
Q2 2022

Aug 15, 2022

BUY
$62.84 - $76.21 $12,065 - $14,632
192 Added 2.87%
6,879 $459,000
Q1 2022

May 16, 2022

SELL
$64.37 - $78.95 $13,002 - $15,947
-202 Reduced 2.93%
6,687 $490,000
Q4 2021

Feb 18, 2022

BUY
$65.12 - $73.93 $448,611 - $509,303
6,889 New
6,889 $498,000

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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