Lloyd Advisory Services, Llc. Principal Financial Group Inc Transaction History

Lloyd Advisory Services, Llc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$77.2 - $86.31 $854,218 - $955,020	11,065 New	11,065 $955,000
Q2 2022 Aug 15, 2022	SELL	$62.84 - $76.21 $35,190 - $42,677	-560 Closed	0 $0
Q1 2022 May 02, 2022	BUY	$64.37 - $78.95 $1,480 - $1,815	23 Added 4.28%	560 $41,000
Q4 2021 Jan 26, 2022	BUY	$65.12 - $73.93 $2,735 - $3,105	42 Added 8.48%	537 $39,000
Q3 2021 Oct 21, 2021	BUY	$59.2 - $68.12 $15,036 - $17,302	254 Added 105.39%	495 $32,000
Q2 2021 Aug 09, 2021	BUY	$59.74 - $66.87 $6,272 - $7,021	105 Added 77.21%	241 $15,000
Q3 2020 Oct 28, 2020	BUY	$37.79 - $46.18 $5,139 - $6,280	136 New	136 $5,000

835

159M

177K

119K

Ticker PFG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 249,236,992
Market Cap $21.4B
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...

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