A detailed history of Lake Street Advisors Group, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Lake Street Advisors Group, LLC holds 3,707 shares of PFG stock, worth $278,692. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,707
Previous 3,607 2.77%
Holding current value
$278,692
Previous $282,000 12.77%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$72.94 - $87.46 $7,294 - $8,746
100 Added 2.77%
3,707 $318,000
Q2 2024

Aug 05, 2024

SELL
$76.66 - $86.01 $25,681 - $28,813
-335 Reduced 8.5%
3,607 $282,000
Q1 2024

May 13, 2024

BUY
$77.2 - $86.31 $91,327 - $102,104
1,183 Added 42.88%
3,942 $340,000
Q4 2023

May 30, 2024

SELL
$66.88 - $79.58 $9,764 - $11,618
-146 Reduced 3.7%
3,796 $298,000
Q4 2023

Feb 13, 2024

BUY
$66.88 - $79.58 $184,521 - $219,561
2,759 New
2,759 $217,000

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 $18.7B
  • 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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