J.W. Cole Advisors, Inc. Principal Financial Group Inc Transaction History

J.W. Cole Advisors, Inc.

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$77.2 - $86.31 $8,260 - $9,235	107 Added 3.54%	3,126 $269,000
Q4 2023 Jan 31, 2024	BUY	$66.88 - $79.58 $5,617 - $6,684	84 Added 2.86%	3,019 $237,000
Q3 2023 Oct 24, 2023	BUY	$72.0 - $84.1 $9,936 - $11,605	138 Added 4.93%	2,935 $211,000
Q2 2023 Jul 27, 2023	BUY	$65.46 - $77.11 $1,112 - $1,310	17 Added 0.61%	2,797 $212,000
Q1 2023 May 03, 2023	BUY	$69.69 - $93.39 $209 - $280	3 Added 0.11%	2,780 $206,000
Q4 2022 Feb 14, 2023	BUY	$75.39 - $95.0 $150 - $190	2 Added 0.07%	2,777 $233,000
Q3 2022 Oct 31, 2022	BUY	$61.13 - $79.78 $169,635 - $221,389	2,775 New	2,775 $200,000
Q2 2022 Jul 27, 2022	SELL	$62.84 - $76.21 $176,203 - $213,692	-2,804 Closed	0 $0
Q1 2022 Jun 10, 2022	SELL	$64.37 - $78.95 $3.71 Million - $4.55 Million	-57,569 Reduced 95.36%	2,804 $206,000
Q1 2022 May 16, 2022	BUY	$64.37 - $78.95 $3.89 Million - $4.77 Million	60,373 New	60,373 $148,000

842

159M

177K

119K

Ticker PFG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 249,236,992
Market Cap $20.5B
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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