A detailed history of Northern Oak Wealth Management Inc transactions in Principal Financial Group Inc stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 2,357 shares of PFG stock, worth $182,196. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,357
Holding current value
$182,196
% of portfolio
0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$72.94 - $87.46 $171,919 - $206,143
2,357 New
2,357 $202,000
Q1 2024

May 01, 2024

SELL
$77.2 - $86.31 $41,070 - $45,916
-532 Reduced 18.08%
2,410 $208,000
Q4 2023

Jan 11, 2024

SELL
$66.88 - $79.58 $24,478 - $29,126
-366 Reduced 11.06%
2,942 $231,000
Q2 2023

Jul 31, 2023

SELL
$65.46 - $77.11 $6,938 - $8,173
-106 Reduced 3.1%
3,308 $250,000
Q1 2023

May 09, 2023

BUY
$69.69 - $93.39 $237,921 - $318,833
3,414 New
3,414 $253,000
Q2 2022

Aug 16, 2022

BUY
$62.84 - $76.21 $8,106 - $9,831
129 New
129 $9,000

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 $19.3B
  • 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
Track This Portfolio

Track Northern Oak Wealth Management Inc Portfolio

Follow Northern Oak Wealth Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Northern Oak Wealth Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Northern Oak Wealth Management Inc with notifications on news.