A detailed history of Sound Income Strategies, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Sound Income Strategies, LLC holds 195,216 shares of PFG stock, worth $15.1 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
195,216
Previous 181,776 7.39%
Holding current value
$15.1 Million
Previous $15.7 Million 2.39%
% of portfolio
1.2%
Previous 1.31%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$76.66 - $86.01 $1.03 Million - $1.16 Million
13,440 Added 7.39%
195,216 $15.3 Million
Q1 2024

Apr 15, 2024

BUY
$77.2 - $86.31 $1.11 Million - $1.24 Million
14,339 Added 8.56%
181,776 $15.7 Million
Q4 2023

Jan 10, 2024

BUY
$66.88 - $79.58 $863,287 - $1.03 Million
12,908 Added 8.35%
167,437 $13.2 Million
Q3 2023

Oct 12, 2023

BUY
$72.0 - $84.1 $775,584 - $905,925
10,772 Added 7.49%
154,529 $11.1 Million
Q2 2023

Jul 10, 2023

BUY
$65.46 - $77.11 $683,860 - $805,568
10,447 Added 7.84%
143,757 $10.9 Million
Q1 2023

Apr 10, 2023

BUY
$69.69 - $93.39 $899,140 - $1.2 Million
12,902 Added 10.72%
133,310 $9.91 Million
Q4 2022

Jan 11, 2023

SELL
$75.39 - $95.0 $3.93 Million - $4.95 Million
-52,138 Reduced 30.22%
120,408 $0
Q3 2022

Oct 18, 2022

SELL
$61.13 - $79.78 $602,864 - $786,790
-9,862 Reduced 5.41%
172,546 $12.4 Million
Q2 2022

Jul 11, 2022

BUY
$62.84 - $76.21 $1.01 Million - $1.23 Million
16,093 Added 9.68%
182,408 $12.2 Million
Q1 2022

Apr 11, 2022

BUY
$64.37 - $78.95 $1.41 Million - $1.72 Million
21,843 Added 15.12%
166,315 $12.2 Million
Q4 2021

Jan 13, 2022

BUY
$65.12 - $73.93 $38,355 - $43,544
589 Added 0.41%
144,472 $10.5 Million
Q3 2021

Oct 12, 2021

BUY
$59.2 - $68.12 $1.1 Million - $1.26 Million
18,566 Added 14.82%
143,883 $9.27 Million
Q2 2021

Jul 13, 2021

BUY
$59.74 - $66.87 $726,737 - $813,473
12,165 Added 10.75%
125,317 $7.92 Million
Q1 2021

Apr 14, 2021

BUY
$48.31 - $61.55 $1.74 Million - $2.22 Million
36,094 Added 46.84%
113,152 $6.78 Million
Q4 2020

Jan 11, 2021

BUY
$38.25 - $52.6 $726,711 - $999,347
18,999 Added 32.72%
77,058 $3.82 Million
Q3 2020

Oct 08, 2020

BUY
$37.79 - $46.18 $387,460 - $473,483
10,253 Added 21.45%
58,059 $2.34 Million
Q2 2020

Jul 13, 2020

BUY
$26.41 - $48.72 $142,693 - $263,234
5,403 Added 12.74%
47,806 $1.99 Million
Q1 2020

Apr 07, 2020

BUY
$24.16 - $57.08 $199,175 - $470,567
8,244 Added 24.13%
42,403 $1.33 Million
Q4 2019

Jan 07, 2020

BUY
$52.35 - $57.4 $1.79 Million - $1.96 Million
34,159 New
34,159 $1.88 Million
Q4 2019

Jan 06, 2020

SELL
$52.35 - $57.4 $1.61 Million - $1.76 Million
-30,723 Closed
0 $0
Q3 2019

Oct 04, 2019

BUY
$52.18 - $60.68 $230,322 - $267,841
4,414 Added 16.78%
30,723 $1.76 Million
Q2 2019

Jul 16, 2019

BUY
$51.57 - $57.92 $353,924 - $397,504
6,863 Added 35.29%
26,309 $1.52 Million
Q1 2019

Apr 04, 2019

BUY
$43.39 - $53.09 $607 - $743
14 Added 0.07%
19,446 $976,000
Q4 2018

Jan 11, 2019

BUY
$41.08 - $60.65 $19,184 - $28,323
467 Added 2.46%
19,432 $858,000
Q4 2018

Jan 10, 2019

SELL
$41.08 - $60.65 $57,963 - $85,577
-1,411 Reduced 6.92%
18,965 $865,000
Q4 2018

Jan 08, 2019

SELL
$41.08 - $60.65 $45,023 - $66,472
-1,096 Reduced 5.1%
20,376 $1.19 Million
Q3 2018

Oct 03, 2018

BUY
$52.86 - $59.54 $330,956 - $372,779
6,261 Added 41.16%
21,472 $1.26 Million
Q2 2018

Aug 14, 2018

BUY
$52.58 - $61.46 $236,557 - $276,508
4,499 Added 42.0%
15,211 $805,000
Q1 2018

May 15, 2018

BUY
$57.76 - $75.04 $53,832 - $69,937
932 Added 9.53%
10,712 $652,000
Q4 2017

Feb 14, 2018

BUY
$64.92 - $71.76 $634,917 - $701,812
9,780
9,780 $604,000

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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