Sea Crest Wealth Management, LLC Principal Financial Group Inc Transaction History

Sea Crest Wealth Management, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	SELL	$75.39 - $95.0 $70,640 - $89,015	-937 Reduced 27.64%	2,453 $205,000
Q3 2022 Nov 14, 2022	SELL	$61.13 - $79.78 $9,352 - $12,206	-153 Reduced 4.32%	3,390 $245,000
Q2 2022 Aug 09, 2022	BUY	$62.84 - $76.21 $691 - $838	11 Added 0.31%	3,543 $237,000
Q1 2022 May 16, 2022	BUY	$64.37 - $78.95 $29,996 - $36,790	466 Added 15.2%	3,532 $259,000
Q4 2021 Feb 11, 2022	BUY	$65.12 - $73.93 $199,657 - $226,669	3,066 New	3,066 $222,000
Q1 2020 May 13, 2020	SELL	$24.16 - $57.08 $111,909 - $264,394	-4,632 Closed	0 $0
Q4 2019 Jan 22, 2020	SELL	$52.35 - $57.4 $4,711 - $5,166	-90 Reduced 1.91%	4,632 $255,000
Q3 2019 Oct 15, 2019	SELL	$52.18 - $60.68 $52 - $60	-1 Reduced 0.02%	4,722 $270,000
Q2 2019 Jul 19, 2019	SELL	$51.57 - $57.92 $12,479 - $14,016	-242 Reduced 4.87%	4,723 $274,000
Q1 2019 May 10, 2019	BUY	$43.39 - $53.09 $26,207 - $32,066	604 Added 13.85%	4,965 $249,000
Q4 2018 Feb 13, 2019	SELL	$41.08 - $60.65 $16,021 - $23,653	-390 Reduced 8.21%	4,361 $193,000
Q3 2018 Nov 14, 2018	BUY	$52.86 - $59.54 $7,030 - $7,918	133 Added 2.88%	4,751 $278,000
Q2 2018 Aug 03, 2018	SELL	$52.58 - $61.46 $35,859 - $41,915	-682 Reduced 12.87%	4,618 $245,000
Q1 2018 Apr 20, 2018	BUY	$57.76 - $75.04 $105,412 - $136,948	1,825 Added 52.52%	5,300 $323,000
Q4 2017 Feb 02, 2018	BUY	$64.92 - $71.76 $225,597 - $249,366	3,475	3,475 $245,000

835

159M

177K

119K

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...

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