A detailed history of Raymond James Trust N.A. transactions in Principal Financial Group Inc stock. As of the latest transaction made, Raymond James Trust N.A. holds 3,070 shares of PFG stock, worth $263,191. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,070
Previous 3,397 9.63%
Holding current value
$263,191
Previous $266,000 1.13%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

SELL
$72.94 - $87.46 $23,851 - $28,599
-327 Reduced 9.63%
3,070 $263,000
Q2 2024

Jul 25, 2024

BUY
$76.66 - $86.01 $3,143 - $3,526
41 Added 1.22%
3,397 $266,000
Q1 2024

Apr 24, 2024

SELL
$77.2 - $86.31 $9,650 - $10,788
-125 Reduced 3.59%
3,356 $289,000
Q4 2023

Jan 10, 2024

SELL
$66.88 - $79.58 $10,299 - $12,255
-154 Reduced 4.24%
3,481 $273,000
Q3 2023

Nov 14, 2023

BUY
$72.0 - $84.1 $13,320 - $15,558
185 Added 5.36%
3,635 $261,000
Q2 2023

Aug 15, 2023

SELL
$65.46 - $77.11 $3,993 - $4,703
-61 Reduced 1.74%
3,450 $262,000
Q1 2023

May 03, 2023

BUY
$69.69 - $93.39 $12,822 - $17,183
184 Added 5.53%
3,511 $261,000
Q4 2022

Feb 02, 2023

BUY
$75.39 - $95.0 $31,437 - $39,615
417 Added 14.33%
3,327 $279,000
Q3 2022

Oct 31, 2022

BUY
$61.13 - $79.78 $177,888 - $232,159
2,910 New
2,910 $210,000

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 $21.4B
  • 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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