Mokosak Advisory Group, LLC Principal Financial Group Inc Transaction History

Mokosak Advisory Group, LLC

  • $303 Million
  • Q1 2024

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 7,151 shares of PFG stock, worth $566,073. This represents 0.2% of its overall portfolio holdings.

Number of Shares
7,151
Previous 6,876 4.0%
Holding current value
$566,073
Previous $540,000 14.26%
% of portfolio
0.2%
Previous 0.19%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
811
Shares Held
162M
Call Options Held
216K
Put Options Held
237K
View Full List

About PRINCIPAL FINANCIAL GROUP INC

PFG Quotes by TradingView
  • Ticker PFG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 249,236,992
  • Market Cap $19.7B
  • 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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