Personal Cfo Solutions, LLC Principal Financial Group Inc Transaction History

Personal Cfo Solutions, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$72.0 - $84.1 $88,272 - $103,106	-1,226 Reduced 17.15%	5,922 $426,000
Q2 2023 Aug 10, 2023	BUY	$65.46 - $77.11 $6,938 - $8,173	106 Added 1.51%	7,148 $542,000
Q1 2023 May 09, 2023	SELL	$69.69 - $93.39 $158,753 - $212,742	-2,278 Reduced 24.44%	7,042 $523,000
Q4 2022 Feb 14, 2023	BUY	$75.39 - $95.0 $480,837 - $605,910	6,378 Added 216.79%	9,320 $782,000
Q3 2022 Nov 01, 2022	BUY	$61.13 - $79.78 $179,844 - $234,712	2,942 New	2,942 $212,000
Q1 2020 Apr 30, 2020	SELL	$24.16 - $57.08 $135,102 - $319,191	-5,592 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$52.35 - $57.4 $50,884 - $55,792	-972 Reduced 14.81%	5,592 $305,000
Q3 2019 Nov 13, 2019	BUY	$52.18 - $60.68 $342,509 - $398,303	6,564 New	6,564 $469,000

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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