Greenleaf Trust Principal Financial Group Inc Transaction History

Greenleaf Trust

$10.7 Billion
Q1 2024

A detailed history of Greenleaf Trust transactions in Principal Financial Group Inc stock. As of the latest transaction made, Greenleaf Trust holds 6,553 shares of PFG stock, worth $519,390. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,553

Previous 6,563 0.15%

Holding current value

$519,390

Previous $516,000 9.5%

% of portfolio

0.01%

Previous 0.01%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	SELL	$77.2 - $86.31 $772 - $863	-10 Reduced 0.15%	6,553 $565,000
Q4 2023 Jan 31, 2024	BUY	$66.88 - $79.58 $4,414 - $5,252	66 Added 1.02%	6,563 $516,000
Q3 2023 Nov 09, 2023	SELL	$72.0 - $84.1 $30,096 - $35,153	-418 Reduced 6.04%	6,497 $468,000
Q2 2023 Aug 09, 2023	SELL	$65.46 - $77.11 $10,473 - $12,337	-160 Reduced 2.26%	6,915 $524,000
Q1 2023 May 11, 2023	SELL	$69.69 - $93.39 $10,244 - $13,728	-147 Reduced 2.04%	7,075 $525,000

Q4 2022 Jan 25, 2023	BUY	$75.39 - $95.0 $8,443 - $10,640	112 Added 1.58%	7,222 $606,000
Q3 2022 Nov 10, 2022	BUY	$61.13 - $79.78 $16,933 - $22,099	277 Added 4.05%	7,110 $513,000
Q2 2022 Aug 12, 2022	BUY	$62.84 - $76.21 $3,770 - $4,572	60 Added 0.89%	6,833 $456,000
Q1 2022 Apr 27, 2022	SELL	$64.37 - $78.95 $11,200 - $13,737	-174 Reduced 2.5%	6,773 $497,000
Q4 2021 Feb 11, 2022	BUY	$65.12 - $73.93 $15,954 - $18,112	245 Added 3.66%	6,947 $502,000
Q3 2021 Nov 12, 2021	BUY	$59.2 - $68.12 $22,969 - $26,430	388 Added 6.15%	6,702 $432,000
Q2 2021 Aug 10, 2021	BUY	$59.74 - $66.87 $20,311 - $22,735	340 Added 5.69%	6,314 $399,000
Q1 2021 Apr 30, 2021	BUY	$48.31 - $61.55 $20,724 - $26,404	429 Added 7.74%	5,974 $358,000
Q4 2020 Feb 08, 2021	BUY	$38.25 - $52.6 $803 - $1,104	21 Added 0.38%	5,545 $275,000
Q3 2020 Oct 30, 2020	SELL	$37.79 - $46.18 $3,514 - $4,294	-93 Reduced 1.66%	5,524 $222,000
Q2 2020 Aug 12, 2020	BUY	$26.41 - $48.72 $148,344 - $273,660	5,617 New	5,617 $233,000
Q1 2020 Apr 29, 2020	SELL	$24.16 - $57.08 $104,806 - $247,613	-4,338 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$52.35 - $57.4 $1,047 - $1,148	20 Added 0.46%	4,338 $239,000
Q3 2019 Nov 08, 2019	BUY	$52.18 - $60.68 $7,983 - $9,284	153 Added 3.67%	4,318 $247,000
Q2 2019 Jul 24, 2019	BUY	$51.57 - $57.92 $214,789 - $241,236	4,165 New	4,165 $241,000
Q1 2018 Apr 30, 2018	SELL	$57.76 - $75.04 $5,082 - $6,603	-88 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	$59.92 - $67.04 $5,272 - $5,899	88	88 $6,000

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

Ticker PFG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 249,236,992
Market Cap $19.8B
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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