A detailed history of Sequoia Financial Advisors, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 2,812 shares of PFG stock, worth $217,367. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,812
Previous 2,864 1.82%
Holding current value
$217,367
Previous $224,000 7.59%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 21, 2024

SELL
$72.94 - $87.46 $3,792 - $4,547
-52 Reduced 1.82%
2,812 $241,000
Q2 2024

Jul 15, 2024

BUY
$76.66 - $86.01 $28,057 - $31,479
366 Added 14.65%
2,864 $224,000
Q1 2024

Apr 30, 2024

SELL
$77.2 - $86.31 $194,235 - $217,155
-2,516 Reduced 50.18%
2,498 $215,000
Q4 2023

Jan 25, 2024

BUY
$66.88 - $79.58 $335,336 - $399,014
5,014 New
5,014 $394,000

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 $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...
More about PFG
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