A detailed history of Vision Point Advisory Group, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Vision Point Advisory Group, LLC holds 2,462 shares of PFG stock, worth $211,067. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,462
Previous 2,462 -0.0%
Holding current value
$211,067
Previous $193,000 9.33%
% of portfolio
0.08%
Previous 0.07%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 21, 2023

BUY
$65.46 - $77.11 $161,162 - $189,844
2,462 New
2,462 $186,000
Q4 2022

Feb 14, 2023

BUY
$75.39 - $95.0 $185,610 - $233,890
2,462 New
2,462 $206,000
Q1 2020

May 15, 2020

SELL
$24.16 - $57.08 $131,478 - $310,629
-5,442 Closed
0 $0
Q4 2019

Jan 30, 2020

SELL
$52.35 - $57.4 $254,263 - $278,791
-4,857 Reduced 47.16%
5,442 $299,000
Q3 2019

Nov 14, 2019

SELL
$52.18 - $60.68 $10,018 - $11,650
-192 Reduced 1.83%
10,299 $564,000
Q2 2019

Aug 14, 2019

SELL
$51.57 - $57.92 $130,575 - $146,653
-2,532 Reduced 19.44%
10,491 $608,000
Q1 2019

May 10, 2019

BUY
$43.39 - $53.09 $84,219 - $103,047
1,941 Added 17.51%
13,023 $654,000
Q4 2018

Feb 14, 2019

BUY
$41.08 - $60.65 $455,248 - $672,123
11,082 New
11,082 $489,000

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 $21.4B
  • 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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