A detailed history of Montag A & Associates Inc transactions in Principal Financial Group Inc stock. As of the latest transaction made, Montag A & Associates Inc holds 16,192 shares of PFG stock, worth $1.41 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
16,192
Previous 16,192 -0.0%
Holding current value
$1.41 Million
Previous $1.27 Million 9.53%
% of portfolio
0.07%
Previous 0.06%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

SELL
$76.66 - $86.01 $80,416 - $90,224
-1,049 Reduced 6.08%
16,192 $1.27 Million
Q1 2024

May 07, 2024

SELL
$77.2 - $86.31 $27,406 - $30,640
-355 Reduced 2.02%
17,241 $1.49 Million
Q3 2023

Nov 09, 2023

SELL
$72.0 - $84.1 $25,200 - $29,434
-350 Reduced 1.95%
17,596 $1.27 Million
Q2 2023

Aug 09, 2023

SELL
$65.46 - $77.11 $41,239 - $48,579
-630 Reduced 3.39%
17,946 $1.36 Million
Q2 2022

Aug 10, 2022

SELL
$62.84 - $76.21 $62,840 - $76,210
-1,000 Reduced 5.11%
18,576 $1.24 Million
Q1 2022

May 02, 2022

SELL
$64.37 - $78.95 $193,110 - $236,850
-3,000 Reduced 13.29%
19,576 $1.44 Million
Q4 2021

Feb 09, 2022

SELL
$65.12 - $73.93 $135,840 - $154,217
-2,086 Reduced 8.46%
22,576 $1.63 Million
Q3 2021

Nov 08, 2021

SELL
$59.2 - $68.12 $29,600 - $34,060
-500 Reduced 1.99%
24,662 $1.59 Million
Q2 2021

Aug 03, 2021

SELL
$59.74 - $66.87 $179,220 - $200,610
-3,000 Reduced 10.65%
25,162 $1.59 Million
Q1 2021

May 14, 2021

SELL
$48.31 - $61.55 $42,899 - $54,656
-888 Reduced 3.06%
28,162 $1.69 Million
Q4 2020

Feb 12, 2021

BUY
$38.25 - $52.6 $30,600 - $42,080
800 Added 2.83%
29,050 $1.44 Million
Q3 2020

Nov 12, 2020

SELL
$37.79 - $46.18 $122,817 - $150,085
-3,250 Reduced 10.32%
28,250 $1.14 Million
Q1 2020

May 06, 2020

BUY
$24.16 - $57.08 $4,832 - $11,416
200 Added 0.64%
31,500 $987,000
Q4 2019

Feb 05, 2020

SELL
$52.35 - $57.4 $78,525 - $86,100
-1,500 Reduced 4.57%
31,300 $1.72 Million
Q3 2019

Nov 04, 2019

SELL
$52.18 - $60.68 $21,654 - $25,182
-415 Reduced 1.25%
32,800 $1.87 Million
Q2 2019

Aug 06, 2019

SELL
$51.57 - $57.92 $40,482 - $45,467
-785 Reduced 2.31%
33,215 $1.92 Million
Q4 2018

Feb 06, 2019

SELL
$41.08 - $60.65 $115,024 - $169,820
-2,800 Reduced 7.61%
34,000 $1.5 Million
Q2 2018

Aug 01, 2018

SELL
$52.58 - $61.46 $76,241 - $89,117
-1,450 Reduced 3.79%
36,800 $1.95 Million
Q1 2018

May 07, 2018

BUY
$57.76 - $75.04 $309,593 - $402,214
5,360 Added 16.3%
38,250 $2.33 Million
Q4 2017

Feb 09, 2018

SELL
$64.92 - $71.76 $71,412 - $78,936
-1,100 Reduced 3.24%
32,890 $2.32 Million
Q3 2017

Nov 06, 2017

BUY
$59.92 - $67.04 $2.04 Million - $2.28 Million
33,990
33,990 $2.19 Million

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 $21.8B
  • 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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