A detailed history of Kestra Private Wealth Services, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 14,371 shares of PFG stock, worth $1.16 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,371
Previous 18,800 23.56%
Holding current value
$1.16 Million
Previous $1.62 Million 31.15%
% of portfolio
0.02%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025

SELL
$74.91 - $91.26 $331,776 - $404,190
-4,429 Reduced 23.56%
14,371 $1.11 Million
Q3 2024

Nov 13, 2024

SELL
$72.94 - $87.46 $82,276 - $98,654
-1,128 Reduced 5.66%
18,800 $1.62 Million
Q2 2024

Aug 12, 2024

BUY
$76.66 - $86.01 $269,536 - $302,411
3,516 Added 21.42%
19,928 $1.56 Million
Q1 2024

May 02, 2024

BUY
$77.2 - $86.31 $184,122 - $205,849
2,385 Added 17.0%
16,412 $1.42 Million
Q4 2023

Feb 05, 2024

SELL
$66.88 - $79.58 $13,576 - $16,154
-203 Reduced 1.43%
14,027 $1.1 Million
Q3 2023

Nov 07, 2023

BUY
$72.0 - $84.1 $43,344 - $50,628
602 Added 4.42%
14,230 $1.03 Million
Q2 2023

Aug 08, 2023

SELL
$65.46 - $77.11 $272,313 - $320,777
-4,160 Reduced 23.39%
13,628 $1.03 Million
Q1 2023

May 12, 2023

BUY
$69.69 - $93.39 $1.24 Million - $1.66 Million
17,788 New
17,788 $1.32 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 $20.1B
  • 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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