A detailed history of Kestra Advisory Services, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 17,591 shares of PFG stock, worth $1.38 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,591
Previous 12,070 45.74%
Holding current value
$1.38 Million
Previous $949,000 59.96%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 15, 2024

BUY
$77.2 - $86.31 $426,221 - $476,517
5,521 Added 45.74%
17,591 $1.52 Million
Q4 2023

Feb 14, 2024

SELL
$66.88 - $79.58 $148,072 - $176,190
-2,214 Reduced 15.5%
12,070 $949,000
Q3 2023

Nov 09, 2023

BUY
$72.0 - $84.1 $18,648 - $21,781
259 Added 1.85%
14,284 $1.03 Million
Q2 2023

Aug 11, 2023

BUY
$65.46 - $77.11 $66,638 - $78,497
1,018 Added 7.83%
14,025 $1.06 Million
Q1 2023

May 12, 2023

SELL
$69.69 - $93.39 $1.63 Million - $2.18 Million
-23,381 Reduced 64.25%
13,007 $966,000
Q4 2022

Jan 31, 2023

BUY
$75.39 - $95.0 $463,045 - $583,490
6,142 Added 20.31%
36,388 $3.05 Million
Q3 2022

Nov 01, 2022

BUY
$61.13 - $79.78 $357,060 - $465,994
5,841 Added 23.93%
30,246 $2.18 Billion
Q2 2022

Aug 12, 2022

BUY
$62.84 - $76.21 $664,470 - $805,844
10,574 Added 76.45%
24,405 $1.63 Million
Q1 2022

Apr 26, 2022

BUY
$64.37 - $78.95 $68,039 - $83,450
1,057 Added 8.27%
13,831 $1.02 Million
Q4 2021

Jan 20, 2022

BUY
$65.12 - $73.93 $56,914 - $64,614
874 Added 7.34%
12,774 $923,000
Q3 2021

Oct 19, 2021

BUY
$59.2 - $68.12 $176,238 - $202,793
2,977 Added 33.36%
11,900 $766,000
Q2 2021

Jul 28, 2021

SELL
$59.74 - $66.87 $195,648 - $218,999
-3,275 Reduced 26.85%
8,923 $563,000
Q1 2021

May 10, 2021

BUY
$48.31 - $61.55 $36,715 - $46,778
760 Added 6.64%
12,198 $731,000
Q4 2020

Jan 20, 2021

BUY
$38.25 - $52.6 $433,602 - $596,273
11,336 Added 11113.73%
11,438 $558 Million
Q3 2020

Nov 12, 2020

BUY
$37.79 - $46.18 $3,854 - $4,710
102 New
102 $280 Million

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 $19.6B
  • 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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