A detailed history of Steward Partners Investment Advisory, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 9,361 shares of PFG stock, worth $723,605. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,361
Previous 9,630 2.79%
Holding current value
$723,605
Previous $755,000 6.49%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

SELL
$72.94 - $87.46 $19,620 - $23,526
-269 Reduced 2.79%
9,361 $804,000
Q2 2024

Aug 08, 2024

BUY
$76.66 - $86.01 $79,189 - $88,848
1,033 Added 12.02%
9,630 $755,000
Q1 2024

May 15, 2024

BUY
$77.2 - $86.31 $19,840 - $22,181
257 Added 3.08%
8,597 $742,000
Q4 2023

Feb 12, 2024

BUY
$66.88 - $79.58 $2,942 - $3,501
44 Added 0.53%
8,340 $656,000
Q3 2023

Nov 13, 2023

BUY
$72.0 - $84.1 $9,720 - $11,353
135 Added 1.65%
8,296 $597,000
Q2 2023

Aug 14, 2023

SELL
$65.46 - $77.11 $116,126 - $136,793
-1,774 Reduced 17.86%
8,161 $618,000
Q1 2023

May 15, 2023

SELL
$69.69 - $93.39 $35,402 - $47,442
-508 Reduced 4.86%
9,935 $738,000
Q4 2022

Feb 15, 2023

SELL
$75.39 - $95.0 $30,382 - $38,285
-403 Reduced 3.72%
10,443 $876,000
Q3 2022

Nov 10, 2022

BUY
$61.13 - $79.78 $16,688 - $21,779
273 Added 2.58%
10,846 $783,000
Q2 2022

Aug 04, 2022

BUY
$62.84 - $76.21 $28,152 - $34,142
448 Added 4.42%
10,573 $706,000
Q1 2022

May 02, 2022

BUY
$64.37 - $78.95 $579 - $710
9 Added 0.09%
10,125 $743,000
Q4 2021

Feb 08, 2022

SELL
$65.12 - $73.93 $1,041 - $1,182
-16 Reduced 0.16%
10,116 $732,000
Q3 2021

Nov 12, 2021

BUY
$59.2 - $68.12 $18,411 - $21,185
311 Added 3.17%
10,132 $653,000
Q2 2021

Aug 13, 2021

BUY
$59.74 - $66.87 $69,238 - $77,502
1,159 Added 13.38%
9,821 $621,000
Q4 2020

Feb 11, 2021

SELL
$38.25 - $52.6 $5,737 - $7,890
-150 Reduced 1.7%
8,662 $430,000
Q3 2020

Oct 30, 2020

BUY
$37.79 - $46.18 $25,168 - $30,755
666 Added 8.18%
8,812 $355,000
Q2 2020

Aug 06, 2020

BUY
$26.41 - $48.72 $50,179 - $92,568
1,900 Added 30.42%
8,146 $338,000
Q1 2020

Apr 29, 2020

SELL
$24.16 - $57.08 $15,100 - $35,675
-625 Reduced 9.1%
6,246 $195,000
Q4 2019

Jan 17, 2020

SELL
$52.35 - $57.4 $471 - $516
-9 Reduced 0.13%
6,871 $377,000
Q3 2019

Oct 30, 2019

SELL
$52.18 - $60.68 $11,740 - $13,653
-225 Reduced 3.17%
6,880 $393,000
Q2 2019

Jul 25, 2019

BUY
$51.57 - $57.92 $29,291 - $32,898
568 Added 8.69%
7,105 $411,000
Q4 2018

Jan 15, 2019

SELL
$41.08 - $60.65 $1,232 - $1,819
-30 Reduced 0.46%
6,537 $288,000
Q3 2018

Oct 23, 2018

BUY
$52.86 - $59.54 $39,327 - $44,297
744 Added 12.78%
6,567 $385,000
Q1 2018

Apr 20, 2018

BUY
$57.76 - $75.04 $2,599 - $3,376
45 Added 0.78%
5,823 $354,000
Q4 2017

Jan 19, 2018

SELL
$64.92 - $71.76 $7,465 - $8,252
-115 Reduced 1.95%
5,778 $407,000
Q3 2017

Nov 22, 2017

BUY
$59.92 - $67.04 $11,684 - $13,072
195 Added 3.42%
5,893 $379,000
Q2 2017

Nov 22, 2017

BUY
N/A
2,310 Added 68.18%
5,698 $365,000
Q1 2017

Nov 22, 2017

BUY
N/A
1,220 Added 56.27%
3,388 $213,000
Q4 2016

Nov 22, 2017

BUY
N/A
2,168
2,168 $125,000

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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