Foster & Motley Inc Principal Financial Group Inc Transaction History

Foster & Motley Inc

$1.59 Billion
Q1 2025

A detailed history of Foster & Motley Inc transactions in Principal Financial Group Inc stock. As of the latest transaction made, Foster & Motley Inc holds 29,537 shares of PFG stock, worth $2.3 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

29,537

Previous 29,005 1.83%

Holding current value

$2.3 Million

Previous $2.25 Million 11.0%

% of portfolio

0.16%

Previous 0.15%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$76.34 - $89.04 $40,612 - $47,369	532 Added 1.83%	29,537 $2.49 Million
Q4 2024 Jan 23, 2025	SELL	$74.91 - $91.26 $194,766 - $237,276	-2,600 Reduced 8.23%	29,005 $2.25 Million
Q3 2024 Oct 30, 2024	SELL	$72.94 - $87.46 $146,317 - $175,444	-2,006 Reduced 5.97%	31,605 $2.72 Million
Q2 2024 Aug 02, 2024	SELL	$76.66 - $86.01 $68,687 - $77,064	-896 Reduced 2.6%	33,611 $2.64 Million
Q1 2024 Apr 18, 2024	SELL	$77.2 - $86.31 $130,390 - $145,777	-1,689 Reduced 4.67%	34,507 $2.98 Million
Q4 2023 Feb 01, 2024	SELL	$66.88 - $79.58 $123,192 - $146,586	-1,842 Reduced 4.84%	36,196 $2.85 Million
Q3 2023 Oct 24, 2023	SELL	$72.0 - $84.1 $12,528 - $14,633	-174 Reduced 0.46%	38,038 $2.74 Million
Q2 2023 Aug 08, 2023	BUY	$65.46 - $77.11 $697,410 - $821,529	10,654 Added 38.66%	38,212 $2.9 Million
Q1 2023 May 09, 2023	BUY	$69.69 - $93.39 $600,867 - $805,208	8,622 Added 45.53%	27,558 $2.05 Million
Q4 2022 Feb 09, 2023	BUY	$75.39 - $95.0 $321,010 - $404,510	4,258 Added 29.01%	18,936 $1.59 Million
Q3 2022 Nov 04, 2022	SELL	$61.13 - $79.78 $23,901 - $31,193	-391 Reduced 2.59%	14,678 $1.06 Million
Q2 2022 Aug 09, 2022	BUY	$62.84 - $76.21 $84,582 - $102,578	1,346 Added 9.81%	15,069 $1.01 Million
Q1 2022 Apr 28, 2022	BUY	$64.37 - $78.95 $148,694 - $182,374	2,310 Added 20.24%	13,723 $1.01 Million
Q4 2021 Jan 25, 2022	BUY	$65.12 - $73.93 $190,280 - $216,023	2,922 Added 34.41%	11,413 $826,000
Q3 2021 Oct 29, 2021	BUY	$59.2 - $68.12 $285,936 - $329,019	4,830 Added 131.93%	8,491 $547,000
Q2 2021 Jul 20, 2021	SELL	$59.74 - $66.87 $70,971 - $79,441	-1,188 Reduced 24.5%	3,661 $231,000
Q1 2021 Apr 26, 2021	SELL	$48.31 - $61.55 $103,769 - $132,209	-2,148 Reduced 30.7%	4,849 $291,000
Q4 2020 Feb 01, 2021	BUY	$38.25 - $52.6 $267,635 - $368,042	6,997 New	6,997 $347,000
Q4 2018 Jan 30, 2019	SELL	$41.08 - $60.65 $161,896 - $239,021	-3,941 Closed	0 $0
Q3 2018 Oct 31, 2018	BUY	$52.86 - $59.54 $5,286 - $5,954	100 Added 2.6%	3,941 $231,000
Q2 2018 Jul 24, 2018	SELL	$52.58 - $61.46 $6,993 - $8,174	-133 Reduced 3.35%	3,841 $203,000
Q1 2018 May 14, 2018	SELL	$57.76 - $75.04 $2,310 - $3,001	-40 Reduced 1.0%	3,974 $242,000
Q3 2017 Oct 19, 2017	BUY	$59.92 - $67.04 $240,518 - $269,098	4,014	4,014 $258,000

Others Institutions Holding PFG

# of Institutions

927

Shares Held

164M

Call Options Held

145K

Put Options Held

117K

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 $19.4B
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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Foster & Motley Inc Principal Financial Group Inc Transaction History