A detailed history of Kc Investment Advisors, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Kc Investment Advisors, LLC holds 8,221 shares of PFG stock, worth $650,774. This represents 0.37% of its overall portfolio holdings.

Number of Shares
8,221
Previous 6,772 21.4%
Holding current value
$650,774
Previous $532,000 33.27%
% of portfolio
0.37%
Previous 0.32%

Shares

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

May 09, 2024

BUY
$77.2 - $86.31 $111,862 - $125,063
1,449 Added 21.4%
8,221 $709,000
Q4 2023

Jan 25, 2024

SELL
$66.88 - $79.58 $161,916 - $192,663
-2,421 Reduced 26.34%
6,772 $532,000
Q3 2023

Nov 06, 2023

BUY
$72.0 - $84.1 $12,168 - $14,212
169 Added 1.87%
9,193 $662,000
Q2 2023

Aug 07, 2023

BUY
$65.46 - $77.11 $57,473 - $67,702
878 Added 10.78%
9,024 $684,000
Q1 2023

May 15, 2023

BUY
$69.69 - $93.39 $69,341 - $92,923
995 Added 13.91%
8,146 $605,000
Q4 2022

Feb 09, 2023

SELL
$75.39 - $95.0 $23,597 - $29,735
-313 Reduced 4.19%
7,151 $600,000
Q3 2022

Nov 14, 2022

BUY
$61.13 - $79.78 $52,327 - $68,291
856 Added 12.95%
7,464 $539,000
Q2 2022

Aug 15, 2022

BUY
$62.84 - $76.21 $177,083 - $214,759
2,818 Added 74.35%
6,608 $441,000
Q1 2022

May 13, 2022

BUY
$64.37 - $78.95 $243,962 - $299,220
3,790 New
3,790 $278,000

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 $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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