A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Principal Financial Group Inc stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 950 shares of PFG stock, worth $81,443. This represents 0.0% of its overall portfolio holdings.

Number of Shares
950
Previous 950 -0.0%
Holding current value
$81,443
Previous $74,000 9.46%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 02, 2023

SELL
$69.69 - $93.39 $14,077 - $18,864
-202 Reduced 17.53%
950 $70,000
Q1 2022

Apr 13, 2022

SELL
$64.37 - $78.95 $17,444 - $21,395
-271 Reduced 19.04%
1,152 $85,000
Q3 2021

Nov 12, 2021

SELL
$59.2 - $68.12 $18,352 - $21,117
-310 Reduced 17.89%
1,423 $92,000
Q2 2021

Aug 13, 2021

BUY
$59.74 - $66.87 $103,529 - $115,885
1,733 New
1,733 $110,000
Q1 2021

Apr 14, 2021

SELL
$48.31 - $61.55 $21,739 - $27,697
-450 Closed
0 $0
Q1 2020

Apr 15, 2020

SELL
$24.16 - $57.08 $3,503 - $8,276
-145 Reduced 24.37%
450 $14,000
Q4 2019

Jan 22, 2020

SELL
$52.35 - $57.4 $28,792 - $31,570
-550 Reduced 48.03%
595 $33,000
Q3 2019

Nov 05, 2019

SELL
$52.18 - $60.68 $57,137 - $66,444
-1,095 Reduced 48.88%
1,145 $65,000
Q4 2018

Feb 13, 2019

BUY
$41.08 - $60.65 $22,594 - $33,357
550 Added 32.54%
2,240 $99,000
Q4 2017

Feb 08, 2018

SELL
$64.92 - $71.76 $18,502 - $20,451
-285 Reduced 14.43%
1,690 $119,000
Q2 2017

Aug 07, 2017

BUY
N/A
1,975
1,975 $0

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 $21.4B
  • 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...
More about PFG
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