Stratos Wealth Partners, Ltd. Principal Financial Group Inc Transaction History

Stratos Wealth Partners, Ltd.

$6.79 Billion
Q3 2024

A detailed history of Stratos Wealth Partners, Ltd. transactions in Principal Financial Group Inc stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 4,598 shares of PFG stock, worth $355,839. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,598

Previous 3,799 21.03%

Holding current value

$355,839

Previous $298,000 32.55%

% of portfolio

0.01%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$72.94 - $87.46 $58,279 - $69,880	799 Added 21.03%	4,598 $395,000
Q2 2024 Jul 24, 2024	BUY	$76.66 - $86.01 $3,603 - $4,042	47 Added 1.25%	3,799 $298,000
Q1 2024 Apr 16, 2024	SELL	$77.2 - $86.31 $3,705 - $4,142	-48 Reduced 1.26%	3,752 $323,000
Q4 2023 Jan 24, 2024	SELL	$66.88 - $79.58 $39,057 - $46,474	-584 Reduced 13.32%	3,800 $298,000
Q3 2023 Oct 24, 2023	BUY	$72.0 - $84.1 $56,808 - $66,354	789 Added 21.95%	4,384 $315,000
Q2 2023 Jul 18, 2023	BUY	$65.46 - $77.11 $15,841 - $18,660	242 Added 7.22%	3,595 $272,000
Q1 2023 Apr 27, 2023	SELL	$69.69 - $93.39 $4,320 - $5,790	-62 Reduced 1.82%	3,353 $249,000
Q4 2022 Jan 19, 2023	SELL	$75.39 - $95.0 $9,574 - $12,065	-127 Reduced 3.59%	3,415 $0
Q3 2022 Oct 24, 2022	SELL	$61.13 - $79.78 $16,321 - $21,301	-267 Reduced 7.01%	3,542 $256,000
Q2 2022 Jul 22, 2022	BUY	$62.84 - $76.21 $7,226 - $8,764	115 Added 3.11%	3,809 $254,000
Q1 2022 Apr 26, 2022	BUY	$64.37 - $78.95 $29,417 - $36,080	457 Added 14.12%	3,694 $271,000
Q4 2021 Jan 14, 2022	BUY	$65.12 - $73.93 $5,665 - $6,431	87 Added 2.76%	3,237 $234,000
Q3 2021 Oct 19, 2021	BUY	$59.2 - $68.12 $186,480 - $214,578	3,150 New	3,150 $203,000
Q4 2018 Feb 08, 2019	SELL	$41.08 - $60.65 $57,060 - $84,242	-1,389 Closed	0 $0
Q3 2018 Nov 02, 2018	BUY	$52.86 - $59.54 $73,422 - $82,701	1,389 New	1,389 $81,000
Q2 2018 Aug 13, 2018	SELL	$52.58 - $61.46 $60,151 - $70,310	-1,144 Closed	0 $0
Q1 2018 May 10, 2018	BUY	$57.76 - $75.04 $8,952 - $11,631	155 Added 15.67%	1,144 $70,000
Q4 2017 Feb 09, 2018	BUY	$64.92 - $71.76 $64,205 - $70,970	989	989 $70,000

Others Institutions Holding PFG

# of Institutions

836

Shares Held

159M

Call Options Held

177K

Put Options Held

119K

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 $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...

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Stratos Wealth Partners, Ltd. Principal Financial Group Inc Transaction History