A detailed history of Legacy Financial Advisors, Inc. transactions in Principal Financial Group Inc stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 5,484 shares of PFG stock, worth $464,494. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,484
Previous 5,575 1.63%
Holding current value
$464,494
Previous $437,000 7.78%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Nov 13, 2024

SELL
$72.94 - $87.46 $6,637 - $7,958
-91 Reduced 1.63%
5,484 $471,000
Q2 2024

Aug 13, 2024

BUY
$76.66 - $86.01 $11,115 - $12,471
145 Added 2.67%
5,575 $437,000
Q1 2024

May 14, 2024

BUY
$77.2 - $86.31 $21,307 - $23,821
276 Added 5.36%
5,430 $468,000
Q4 2023

Feb 06, 2024

BUY
$66.88 - $79.58 $12,573 - $14,961
188 Added 3.79%
5,154 $405,000
Q3 2023

Nov 13, 2023

SELL
$72.0 - $84.1 $7,488 - $8,746
-104 Reduced 2.05%
4,966 $357,000
Q2 2023

Aug 08, 2023

BUY
$65.46 - $77.11 $21,078 - $24,829
322 Added 6.78%
5,070 $384,000
Q1 2023

May 03, 2023

BUY
$69.69 - $93.39 $9,826 - $13,167
141 Added 3.06%
4,748 $352,000
Q4 2022

Feb 06, 2023

SELL
$75.39 - $95.0 $18,621 - $23,465
-247 Reduced 5.09%
4,607 $386,000
Q3 2022

Nov 09, 2022

BUY
$61.13 - $79.78 $17,666 - $23,056
289 Added 6.33%
4,854 $350,000
Q2 2022

Aug 08, 2022

BUY
$62.84 - $76.21 $18,789 - $22,786
299 Added 7.01%
4,565 $305,000
Q1 2022

May 04, 2022

SELL
$64.37 - $78.95 $17,701 - $21,711
-275 Reduced 6.06%
4,266 $313,000
Q4 2021

Feb 04, 2022

BUY
$65.12 - $73.93 $15,368 - $17,447
236 Added 5.48%
4,541 $328,000
Q3 2021

Oct 26, 2021

BUY
$59.2 - $68.12 $4,913 - $5,653
83 Added 1.97%
4,305 $277,000
Q2 2021

Jul 21, 2021

BUY
$59.74 - $66.87 $35,963 - $40,255
602 Added 16.63%
4,222 $267,000
Q1 2021

Apr 28, 2021

BUY
$48.31 - $61.55 $174,882 - $222,811
3,620 New
3,620 $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 $21.1B
  • 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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