Mokosak Advisory Group, LLC Principal Financial Group Inc Transaction History

Mokosak Advisory Group, LLC

$324 Million
Q1 2025

A detailed history of Mokosak Advisory Group, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Mokosak Advisory Group, LLC holds 7,026 shares of PFG stock, worth $532,570. This represents 0.18% of its overall portfolio holdings.

Number of Shares

7,026

Previous 7,039 0.18%

Holding current value

$532,570

Previous $544,000 8.82%

% of portfolio

0.18%

Previous 0.16%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$76.34 - $89.04 $992 - $1,157	-13 Reduced 0.18%	7,026 $592,000
Q4 2024 Jan 24, 2025	BUY	$74.91 - $91.26 $1,423 - $1,733	19 Added 0.27%	7,039 $544,000
Q3 2024 Oct 16, 2024	SELL	$72.94 - $87.46 $9,555 - $11,457	-131 Reduced 1.83%	7,020 $603,000
Q1 2024 Apr 29, 2024	BUY	$77.2 - $86.31 $21,230 - $23,735	275 Added 4.0%	7,151 $617,000
Q4 2023 Jan 31, 2024	BUY	$66.88 - $79.58 $7,758 - $9,231	116 Added 1.72%	6,876 $540,000
Q3 2023 Oct 19, 2023	SELL	$72.0 - $84.1 $3,096 - $3,616	-43 Reduced 0.63%	6,760 $487,000
Q2 2023 Aug 02, 2023	BUY	$65.46 - $77.11 $1,178 - $1,387	18 Added 0.27%	6,803 $515,000
Q1 2023 Apr 12, 2023	BUY	$69.69 - $93.39 $278 - $373	4 Added 0.06%	6,785 $504,000
Q4 2022 Feb 02, 2023	BUY	$75.39 - $95.0 $7,689 - $9,690	102 Added 1.53%	6,781 $569,000
Q3 2022 Nov 09, 2022	SELL	$61.13 - $79.78 $19,439 - $25,370	-318 Reduced 4.54%	6,679 $482,000
Q2 2022 Aug 02, 2022	BUY	$62.84 - $76.21 $4,084 - $4,953	65 Added 0.94%	6,997 $467,000
Q1 2022 May 05, 2022	BUY	$64.37 - $78.95 $3,669 - $4,500	57 Added 0.83%	6,932 $510,000
Q4 2021 Feb 02, 2022	BUY	$65.12 - $73.93 $17,973 - $20,404	276 Added 4.18%	6,875 $497,000
Q3 2021 Oct 21, 2021	BUY	$59.2 - $68.12 $532 - $613	9 Added 0.14%	6,599 $427,000
Q2 2021 Jul 21, 2021	BUY	$59.74 - $66.87 $24,553 - $27,483	411 Added 6.65%	6,590 $415,000
Q1 2021 Apr 14, 2021	BUY	$48.31 - $61.55 $2,657 - $3,385	55 Added 0.9%	6,179 $370,000
Q4 2020 Jan 28, 2021	BUY	$38.25 - $52.6 $726 - $999	19 Added 0.31%	6,124 $304,000
Q3 2020 Oct 16, 2020	SELL	$37.79 - $46.18 $5,781 - $7,065	-153 Reduced 2.44%	6,105 $247,000
Q2 2020 Jul 10, 2020	BUY	$26.41 - $48.72 $165,273 - $304,889	6,258 New	6,258 $260,000
Q1 2020 Apr 10, 2020	SELL	$24.16 - $57.08 $150,685 - $356,007	-6,237 Closed	0 $0
Q4 2019 Jan 21, 2020	BUY	$52.35 - $57.4 $27,326 - $29,962	522 Added 9.13%	6,237 $343,000
Q3 2019 Oct 15, 2019	BUY	$52.18 - $60.68 $298,208 - $346,786	5,715 New	5,715 $327,000

Others Institutions Holding PFG

# of Institutions

927

Shares Held

164M

Call Options Held

145K

Put Options Held

117K

View Full List

About PRINCIPAL FINANCIAL GROUP INC

Ticker PFG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 249,236,992
Market Cap $18.9B
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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Mokosak Advisory Group, LLC Principal Financial Group Inc Transaction History