A detailed history of Soa Wealth Advisors, Llc. transactions in Principal Financial Group Inc stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 1 shares of PFG stock, worth $77. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1
Previous 1 -0.0%
Holding current value
$77
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 10, 2024

SELL
$66.88 - $79.58 $2,273 - $2,705
-34 Reduced 97.14%
1 $0
Q3 2022

Oct 07, 2022

SELL
$61.13 - $79.78 $122 - $159
-2 Reduced 5.41%
35 $2,000
Q2 2022

Jul 13, 2022

SELL
$62.84 - $76.21 $879 - $1,066
-14 Reduced 27.45%
37 $2,000
Q3 2021

Oct 12, 2021

SELL
$59.2 - $68.12 $59 - $68
-1 Reduced 1.92%
51 $3,000
Q2 2021

Jul 14, 2021

BUY
$59.74 - $66.87 $2,210 - $2,474
37 Added 246.67%
52 $3,000
Q1 2021

Apr 26, 2021

SELL
$48.31 - $61.55 $48 - $61
-1 Reduced 6.25%
15 $0
Q4 2020

Mar 10, 2021

BUY
$38.25 - $52.6 $612 - $841
16 New
16 $0

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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