Srs Capital Advisors, Inc. Principal Financial Group Inc Transaction History

Srs Capital Advisors, Inc.

$1.5 Billion
Q4 2024

A detailed history of Srs Capital Advisors, Inc. transactions in Principal Financial Group Inc stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 3,047 shares of PFG stock, worth $252,535. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,047

Previous 686 344.17%

Holding current value

$252,535

Previous $58,000 305.17%

% of portfolio

0.02%

Previous 0.01%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$74.91 - $91.26 $176,862 - $215,464	2,361 Added 344.17%	3,047 $235,000
Q3 2024 Nov 06, 2024	BUY	$72.94 - $87.46 $2,042 - $2,448	28 Added 4.26%	686 $58,000
Q2 2024 Aug 06, 2024	BUY	$76.66 - $86.01 $30,357 - $34,059	396 Added 151.15%	658 $51,000
Q1 2024 May 14, 2024	SELL	$77.2 - $86.31 $19,068 - $21,318	-247 Reduced 48.53%	262 $22,000
Q3 2023 Nov 14, 2023	BUY	$72.0 - $84.1 $576 - $672	8 Added 1.6%	509 $36,000
Q2 2023 Aug 14, 2023	BUY	$65.46 - $77.11 $327 - $385	5 Added 1.01%	501 $37,000
Q4 2022 Feb 24, 2023	BUY	$75.39 - $95.0 $603 - $760	8 Added 1.64%	496 $41,000
Q2 2022 Aug 22, 2022	BUY	$62.84 - $76.21 $251 - $304	4 Added 0.83%	488 $33,000
Q1 2022 May 12, 2022	BUY	$64.37 - $78.95 $321 - $394	5 Added 1.04%	484 $36,000
Q4 2021 Feb 08, 2022	BUY	$65.12 - $73.93 $260 - $295	4 Added 0.84%	479 $35,000
Q3 2021 Nov 05, 2021	BUY	$59.2 - $68.12 $236 - $272	4 Added 0.85%	475 $31,000
Q2 2021 Aug 02, 2021	BUY	$59.74 - $66.87 $537 - $601	9 Added 1.95%	471 $30,000
Q4 2020 Feb 03, 2021	BUY	$38.25 - $52.6 $191 - $263	5 Added 1.09%	462 $23,000
Q3 2020 Nov 12, 2020	BUY	$37.79 - $46.18 $264 - $323	7 Added 1.56%	457 $18,000
Q2 2020 Aug 06, 2020	BUY	$26.41 - $48.72 $158 - $292	6 Added 1.35%	450 $19,000
Q1 2020 May 13, 2020	BUY	$24.16 - $57.08 $193 - $456	8 Added 1.83%	444 $14,000
Q4 2019 Feb 07, 2020	BUY	$52.35 - $57.4 $209 - $229	4 Added 0.93%	436 $24,000
Q3 2019 Nov 01, 2019	BUY	$52.18 - $60.68 $417 - $485	8 Added 1.89%	432 $25,000
Q2 2019 Aug 08, 2019	BUY	$51.57 - $57.92 $257 - $289	5 Added 1.19%	424 $25,000
Q4 2018 Feb 06, 2019	BUY	$41.08 - $60.65 $328 - $485	8 Added 1.95%	419 $19,000
Q3 2018 Nov 06, 2018	SELL	$52.86 - $59.54 $422 - $476	-8 Reduced 1.91%	411 $24,000
Q2 2018 Aug 21, 2018	BUY	$52.58 - $61.46 $578 - $676	11 Added 2.7%	419 $22,000
Q1 2018 May 14, 2018	BUY	$57.76 - $75.04 $288 - $375	5 Added 1.24%	408 $24,000
Q4 2017 Feb 15, 2018	BUY	$64.92 - $71.76 $389 - $430	6 Added 1.51%	403 $28,000
Q3 2017 Nov 15, 2017	BUY	$59.92 - $67.04 $23,788 - $26,614	397	397 $25,000

Others Institutions Holding PFG

# of Institutions

860

Shares Held

161M

Call Options Held

219K

Put Options Held

87.5K

View Full List

About PRINCIPAL FINANCIAL GROUP INC

Ticker PFG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 249,236,992
Market Cap $20.7B
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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Srs Capital Advisors, Inc. Principal Financial Group Inc Transaction History