A detailed history of Lake Street Financial LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Lake Street Financial LLC holds 3,401 shares of PFG stock, worth $296,839. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,401
Previous 3,632 6.36%
Holding current value
$296,839
Previous $284,000 2.82%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Oct 22, 2024

SELL
$72.94 - $87.46 $16,849 - $20,203
-231 Reduced 6.36%
3,401 $292,000
Q2 2024

Jul 12, 2024

SELL
$76.66 - $86.01 $6,209 - $6,966
-81 Reduced 2.18%
3,632 $284,000
Q1 2024

Apr 19, 2024

BUY
$77.2 - $86.31 $56,973 - $63,696
738 Added 24.81%
3,713 $320,000
Q4 2023

Jan 10, 2024

SELL
$66.88 - $79.58 $56,513 - $67,245
-845 Reduced 22.12%
2,975 $234,000
Q3 2023

Oct 20, 2023

SELL
$72.0 - $84.1 $28,224 - $32,967
-392 Reduced 9.31%
3,820 $275,000
Q2 2023

Jul 18, 2023

SELL
$65.46 - $77.11 $64,478 - $75,953
-985 Reduced 18.95%
4,212 $319,000
Q1 2023

Apr 17, 2023

SELL
$69.69 - $93.39 $23,067 - $30,912
-331 Reduced 5.99%
5,197 $386,000
Q4 2022

Jan 25, 2023

SELL
$75.39 - $95.0 $14,625 - $18,430
-194 Reduced 3.39%
5,528 $0
Q3 2022

Oct 21, 2022

SELL
$61.13 - $79.78 $22,373 - $29,199
-366 Reduced 6.01%
5,722 $413,000
Q2 2022

Jul 12, 2022

BUY
$62.84 - $76.21 $106,325 - $128,947
1,692 Added 38.49%
6,088 $407,000
Q1 2022

May 09, 2022

BUY
$64.37 - $78.95 $282,970 - $347,064
4,396 New
4,396 $323,000
Q1 2022

Apr 29, 2022

SELL
$64.37 - $78.95 $190,406 - $233,534
-2,958 Closed
0 $0
Q4 2021

Jan 24, 2022

BUY
$65.12 - $73.93 $192,624 - $218,684
2,958 New
2,958 $214,000

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 $21.8B
  • 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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