Gradient Investments LLC Principal Financial Group Inc Transaction History

Gradient Investments LLC

  • $3.55 Billion
  • Q1 2024

A detailed history of Gradient Investments LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Gradient Investments LLC holds 622 shares of PFG stock, worth $49,237. This represents 0.0% of its overall portfolio holdings.

Number of Shares
622
Previous 644 3.42%
Holding current value
$49,237
Previous $50,000 6.0%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$77.2 - $86.31 $1,698 - $1,898
-22 Reduced 3.42%
622 $53,000
Q4 2023

Jan 18, 2024
SELL
$66.88 - $79.58 $8,493 - $10,106
-127 Reduced 16.47%
644 $50,000
Q2 2023

Jul 11, 2023
BUY
$65.46 - $77.11 $1,767 - $2,081
27 Added 3.63%
771 $58,000
Q1 2023

Apr 17, 2023
SELL
$69.69 - $93.39 $14,007 - $18,771
-201 Reduced 21.27%
744 $55,000
Q4 2022

Jan 10, 2023
BUY
$75.39 - $95.0 $45,686 - $57,570
606 Added 178.76%
945 $0
Q3 2022

Oct 14, 2022
BUY
$61.13 - $79.78 $4,095 - $5,345
67 Added 24.63%
339 $24,000
Q2 2022

Jul 11, 2022
BUY
$62.84 - $76.21 $8,420 - $10,212
134 Added 97.1%
272 $18,000
Q2 2021

Jul 12, 2021
BUY
$59.74 - $66.87 $8,244 - $9,228
138 New
138 $9,000
Q1 2021

Apr 21, 2021
SELL
$48.31 - $61.55 $3,043 - $3,877
-63 Closed
0 $0
Q2 2020

Jul 10, 2020
SELL
$26.41 - $48.72 $14,948 - $27,575
-566 Reduced 89.98%
63 $3,000
Q1 2020

Apr 07, 2020
SELL
$24.16 - $57.08 $314 - $742
-13 Reduced 2.02%
629 $20,000
Q4 2019

Jan 15, 2020
BUY
$52.35 - $57.4 $32,928 - $36,104
629 Added 4838.46%
642 $35,000
Q3 2019

Oct 10, 2019
SELL
$52.18 - $60.68 $7,096 - $8,252
-136 Reduced 91.28%
13 $1,000
Q2 2019

Jul 16, 2019
BUY
$51.57 - $57.92 $7,683 - $8,630
149 New
149 $9,000
Q4 2018

Jan 18, 2019
SELL
$41.08 - $60.65 $534 - $788
-13 Closed
0 $0
Q2 2018

Aug 09, 2018
SELL
$52.58 - $61.46 $45,744 - $53,470
-870 Reduced 98.53%
13 $1,000
Q1 2018

Apr 11, 2018
SELL
$57.76 - $75.04 $8,201 - $10,655
-142 Reduced 13.85%
883 $54,000
Q4 2017

Feb 07, 2018
BUY
$64.92 - $71.76 $66,543 - $73,554
1,025
1,025 $72,000

Others Institutions Holding PFG

# of Institutions
811
Shares Held
162M
Call Options Held
216K
Put Options Held
237K
View Full List

About PRINCIPAL FINANCIAL GROUP INC

PFG Quotes by TradingView
  • Ticker PFG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 249,236,992
  • Market Cap $19.7B
  • 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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