Optimum Investment Advisors Principal Financial Group Inc Transaction History

Optimum Investment Advisors

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 12, 2022	SELL	$62.84 - $76.21 $25,136 - $30,483	-400 Reduced 17.02%	1,950 $130,000
Q1 2022 Apr 08, 2022	SELL	$64.37 - $78.95 $12,874 - $15,790	-200 Reduced 7.84%	2,350 $173,000
Q1 2021 Apr 15, 2021	BUY	$48.31 - $61.55 $24,155 - $30,775	500 Added 24.39%	2,550 $153,000
Q4 2020 Jan 21, 2021	SELL	$38.25 - $52.6 $8,376 - $11,519	-219 Reduced 9.65%	2,050 $102,000
Q2 2020 Jul 16, 2020	BUY	$26.41 - $48.72 $14,446 - $26,649	547 Added 31.77%	2,269 $94,000
Q1 2020 Apr 21, 2020	SELL	$24.16 - $57.08 $3,551 - $8,390	-147 Reduced 7.87%	1,722 $54,000
Q2 2019 Jul 29, 2019	BUY	$51.57 - $57.92 $2,578 - $2,896	50 Added 2.75%	1,869 $108,000
Q1 2018 May 09, 2018	BUY	$57.76 - $75.04 $105,065 - $136,497	1,819 New	1,819 $111,000

836

159M

177K

119K

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...

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