Petrus Trust Company, Lta Principal Financial Group Inc Transaction History

Petrus Trust Company, Lta

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$66.88 - $79.58 $311,995 - $371,240	4,665 Added 124.53%	8,411 $661,000
Q3 2023 Nov 14, 2023	SELL	$72.0 - $84.1 $21,744 - $25,398	-302 Reduced 7.46%	3,746 $269,000
Q2 2023 Aug 14, 2023	BUY	$65.46 - $77.11 $264,982 - $312,141	4,048 New	4,048 $307,000
Q4 2020 Feb 16, 2021	SELL	$38.25 - $52.6 $372,440 - $512,166	-9,737 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$37.79 - $46.18 $175,761 - $214,783	4,651 Added 91.45%	9,737 $392,000
Q2 2020 Aug 14, 2020	BUY	$26.41 - $48.72 $134,321 - $247,789	5,086 New	5,086 $211,000
Q1 2020 May 15, 2020	SELL	$24.16 - $57.08 $103,694 - $244,987	-4,292 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$52.35 - $57.4 $224,686 - $246,360	4,292 New	4,292 $236,000
Q1 2019 May 15, 2019	SELL	$43.39 - $53.09 $217,383 - $265,980	-5,010 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$41.08 - $60.65 $205,810 - $303,856	5,010 New	5,010 $221,000
Q3 2018 Nov 14, 2018	SELL	$52.86 - $59.54 $267,418 - $301,212	-5,059 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$52.58 - $61.46 $87,125 - $101,839	1,657 Added 48.71%	5,059 $268,000
Q1 2018 May 15, 2018	BUY	$57.76 - $75.04 $196,499 - $255,286	3,402 New	3,402 $207,000

835

159M

177K

119K

Ticker PFG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 249,236,992
Market Cap $21.1B
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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