A detailed history of Hbk Sorce Advisory LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 3,520 shares of PFG stock, worth $298,144. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,520
Previous 3,560 1.12%
Holding current value
$298,144
Previous $279,000 8.24%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$72.94 - $87.46 $2,917 - $3,498
-40 Reduced 1.12%
3,520 $302,000
Q2 2024

Aug 08, 2024

BUY
$76.66 - $86.01 $7,512 - $8,428
98 Added 2.83%
3,560 $279,000
Q1 2024

May 09, 2024

BUY
$77.2 - $86.31 $8,183 - $9,148
106 Added 3.16%
3,462 $298,000
Q4 2023

Jan 25, 2024

SELL
$66.88 - $79.58 $52,768 - $62,788
-789 Reduced 19.03%
3,356 $264,000
Q3 2023

Nov 06, 2023

SELL
$72.0 - $84.1 $576 - $672
-8 Reduced 0.19%
4,145 $298,000
Q2 2023

Aug 04, 2023

SELL
$65.46 - $77.11 $225,575 - $265,721
-3,446 Reduced 45.35%
4,153 $314,000
Q1 2023

Aug 15, 2023

SELL
$69.69 - $93.39 $9,756 - $13,074
-140 Reduced 3.37%
4,013 $298,000
Q1 2023

May 15, 2023

BUY
$69.69 - $93.39 $119,239 - $159,790
1,711 Added 29.06%
7,599 $865,000
Q4 2022

Feb 09, 2023

BUY
$75.39 - $95.0 $228,884 - $288,420
3,036 Added 106.45%
5,888 $494,000
Q3 2022

Nov 14, 2022

BUY
$61.13 - $79.78 $174,342 - $227,532
2,852 New
2,852 $206,000

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 $21.1B
  • 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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