Roosevelt Investment Group LLC Principal Financial Group Inc Transaction History

Roosevelt Investment Group LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 02, 2022	SELL	$64.37 - $78.95 $424,455 - $520,596	-6,594 Closed	0 $0
Q2 2021 Aug 11, 2021	SELL	$59.74 - $66.87 $102,991 - $115,283	-1,724 Reduced 20.73%	6,594 $417,000
Q1 2021 May 04, 2021	BUY	$48.31 - $61.55 $71,305 - $90,847	1,476 Added 21.57%	8,318 $499,000
Q4 2020 Feb 12, 2021	SELL	$38.25 - $52.6 $28,075 - $38,608	-734 Reduced 9.69%	6,842 $339,000
Q3 2020 Nov 12, 2020	SELL	$37.79 - $46.18 $205,275 - $250,849	-5,432 Reduced 41.76%	7,576 $305,000

Q1 2020 May 13, 2020	SELL	$24.16 - $57.08 $11,234 - $26,542	-465 Reduced 3.45%	13,008 $408,000
Q1 2019 May 09, 2019	SELL	$43.39 - $53.09 $4,122 - $5,043	-95 Reduced 0.7%	13,473 $676,000
Q4 2018 Feb 05, 2019	BUY	$41.08 - $60.65 $557,373 - $822,899	13,568 New	13,568 $599,000

811

162M

216K

237K

Ticker PFG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 249,236,992
Market Cap $19.8B
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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