A detailed history of Sutton Wealth Advisors Inc. transactions in Principal Financial Group Inc stock. As of the latest transaction made, Sutton Wealth Advisors Inc. holds 344 shares of PFG stock, worth $26,763. This represents 0.01% of its overall portfolio holdings.

Number of Shares
344
Previous 513 32.94%
Holding current value
$26,763
Previous $38.9 Million 36.28%
% of portfolio
0.01%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023

SELL
$72.0 - $84.1 $12,168 - $14,212
-169 Reduced 32.94%
344 $24.8 Million
Q1 2023

Nov 07, 2023

SELL
$69.69 - $93.39 $3,693 - $4,949
-53 Reduced 9.36%
513 $38.1 Million
Q3 2022

Nov 07, 2023

SELL
$61.13 - $79.78 $3,973 - $5,185
-65 Reduced 10.3%
566 $40.8 Million
Q2 2022

Nov 07, 2023

SELL
$62.84 - $76.21 $1,382 - $1,676
-22 Reduced 3.37%
631 $42.1 Million
Q1 2022

Nov 07, 2023

BUY
$64.37 - $78.95 $1,158 - $1,421
18 Added 2.83%
653 $47.9 Million
Q4 2021

Nov 07, 2023

SELL
$65.12 - $73.93 $1,628 - $1,848
-25 Reduced 3.79%
635 $45.9 Million
Q3 2021

Nov 07, 2023

SELL
$59.2 - $68.12 $473 - $544
-8 Reduced 1.2%
660 $42.5 Million
Q2 2020

Nov 07, 2023

BUY
$26.41 - $48.72 $2,059 - $3,800
78 Added 13.22%
668 $27.7 Million
Q4 2016

Nov 06, 2023

BUY
N/A
511 Added 646.84%
590 $34.1 Million
Q1 2016

Nov 06, 2023

BUY
N/A
79
79 $3.12 Million

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 $19.4B
  • 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
Track This Portfolio

Track Sutton Wealth Advisors Inc. Portfolio

Follow Sutton Wealth Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sutton Wealth Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sutton Wealth Advisors Inc. with notifications on news.