Valeo Financial Advisors, LLC Principal Financial Group Inc Transaction History

Valeo Financial Advisors, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	BUY	$77.2 - $86.31 $233,838 - $261,432	3,029 New	3,029 $261,000
Q2 2021 Jul 22, 2021	SELL	$59.74 - $66.87 $93,911 - $105,119	-1,572 Closed	0 $0
Q1 2021 Apr 12, 2021	SELL	$48.31 - $61.55 $7,198 - $9,170	-149 Reduced 8.66%	1,572 $94,000
Q3 2020 Oct 28, 2020	BUY	$37.79 - $46.18 $5,668 - $6,927	150 Added 9.55%	1,721 $69,000
Q2 2020 Jul 20, 2020	BUY	$26.41 - $48.72 $897 - $1,656	34 Added 2.21%	1,571 $65,000
Q1 2020 Apr 13, 2020	SELL	$24.16 - $57.08 $1,618 - $3,824	-67 Reduced 4.18%	1,537 $50,000
Q2 2019 Jul 10, 2019	SELL	$51.57 - $57.92 $4,125 - $4,633	-80 Reduced 4.75%	1,604 $93,000
Q1 2019 Apr 12, 2019	BUY	$43.39 - $53.09 $52,068 - $63,708	1,200 Added 247.93%	1,684 $85,000
Q4 2018 Jan 30, 2019	SELL	$41.08 - $60.65 $1,068 - $1,576	-26 Reduced 5.1%	484 $21,000
Q3 2018 Nov 01, 2018	BUY	$52.86 - $59.54 $5,603 - $6,311	106 Added 26.24%	510 $24,000
Q2 2018 Aug 14, 2018	BUY	$52.58 - $61.46 $2,629 - $3,073	50 Added 14.12%	404 $22,000
Q4 2017 Feb 09, 2018	BUY	$64.92 - $71.76 $6,816 - $7,534	105 Added 42.17%	354 $25,000
Q3 2017 Nov 14, 2017	BUY	$59.92 - $67.04 $14,920 - $16,692	249	249 $16,000

836

159M

177K

119K

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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