Shelton Capital Management Principal Financial Group Inc Transaction History

Shelton Capital Management

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 11, 2022	SELL	$65.12 - $73.93 $506,373 - $574,879	-7,776 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$59.2 - $68.12 $236,800 - $272,480	-4,000 Reduced 33.97%	7,776 $501,000
Q1 2021 May 14, 2021	BUY	$48.31 - $61.55 $568,898 - $724,812	11,776 New	11,776 $706,000
Q4 2020 Feb 16, 2021	SELL	$38.25 - $52.6 $322,294 - $443,207	-8,426 Closed	0 $0
Q2 2020 Aug 12, 2020	SELL	$26.41 - $48.72 $191,868 - $353,950	-7,265 Reduced 46.3%	8,426 $350,000
Q2 2019 Aug 14, 2019	BUY	$51.57 - $57.92 $768,547 - $863,181	14,903 Added 1891.24%	15,691 $909,000
Q1 2019 May 10, 2019	SELL	$43.39 - $53.09 $646,641 - $791,200	-14,903 Reduced 94.98%	788 $15.7 Million
Q1 2017 Nov 28, 2017	SELL	N/A	-5,200 Reduced 24.89%	15,691 $990,000
Q3 2016 Dec 04, 2017	BUY	N/A	20,891	20,891 $1.21 Million

830

158M

177K

119K

Ticker PFG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 249,236,992
Market Cap $20.4B
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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