Jfs Wealth Advisors, LLC Principal Financial Group Inc Transaction History

Jfs Wealth Advisors, LLC

  • $1.56 Billion
  • Q2 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 1,228 shares of PFG stock, worth $103,446. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,228
Previous 1,344 8.63%
Holding current value
$103,446
Previous $113,000 14.16%
% of portfolio
0.01%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$69.56 - $86.19 $8,068 - $9,998
-116 Reduced 8.63%
1,228 $97,000
Q1 2025

Apr 22, 2025
BUY
$76.34 - $89.04 $458 - $534
6 Added 0.45%
1,344 $113,000
Q4 2024

Jan 30, 2025
SELL
$74.91 - $91.26 $1,947 - $2,372
-26 Reduced 1.91%
1,338 $103,000
Q3 2024

Oct 25, 2024
BUY
$72.94 - $87.46 $291 - $349
4 Added 0.29%
1,364 $117,000
Q2 2024

Jul 15, 2024
BUY
$76.66 - $86.01 $1,839 - $2,064
24 Added 1.8%
1,360 $106,000
Q1 2024

Apr 30, 2024
SELL
$77.2 - $86.31 $926 - $1,035
-12 Reduced 0.89%
1,336 $115,000
Q4 2023

Feb 07, 2024
SELL
$66.88 - $79.58 $735 - $875
-11 Reduced 0.81%
1,348 $106,000
Q3 2023

Nov 02, 2023
BUY
$72.0 - $84.1 $3,096 - $3,616
43 Added 3.27%
1,359 $97,000
Q2 2023

Aug 07, 2023
BUY
$65.46 - $77.11 $458 - $539
7 Added 0.53%
1,316 $99,000
Q1 2023

Apr 19, 2023
SELL
$69.69 - $93.39 $2,996 - $4,015
-43 Reduced 3.18%
1,309 $97,000
Q4 2022

Feb 13, 2023
BUY
$75.39 - $95.0 $527 - $665
7 Added 0.52%
1,352 $113,000
Q3 2022

Oct 21, 2022
BUY
$61.13 - $79.78 $2,689 - $3,510
44 Added 3.38%
1,345 $97,000
Q2 2022

Aug 02, 2022
SELL
$62.84 - $76.21 $502 - $609
-8 Reduced 0.61%
1,301 $87,000
Q1 2022

May 02, 2022
BUY
$64.37 - $78.95 $4,248 - $5,210
66 Added 5.31%
1,309 $96,000
Q4 2021

Feb 03, 2022
BUY
$65.12 - $73.93 $74,432 - $84,501
1,143 Added 1143.0%
1,243 $90,000
Q1 2019

Apr 23, 2019
SELL
$43.39 - $53.09 $1,735 - $2,123
-40 Reduced 28.57%
100 $5,000
Q4 2018

Jan 28, 2019
SELL
$41.08 - $60.65 $5,751 - $8,491
-140 Reduced 50.0%
140 $6,000
Q3 2018

Nov 09, 2018
SELL
$52.86 - $59.54 $2,220 - $2,500
-42 Reduced 13.04%
280 $16,000
Q1 2018

Apr 26, 2018
SELL
$57.76 - $75.04 $4,678 - $6,078
-81 Reduced 20.1%
322 $20,000
Q3 2017

Oct 20, 2017
BUY
$59.92 - $67.04 $24,147 - $27,017
403
403 $26,000

Others Institutions Holding PFG

# of Institutions
916
Shares Held
165M
Call Options Held
121K
Put Options Held
94.8K
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 $21B
  • 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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