Advisor Net Financial, Inc Principal Financial Group Inc Transaction History

Advisor Net Financial, Inc

$1.27 Billion
Q3 2024

A detailed history of Advisor Net Financial, Inc transactions in Principal Financial Group Inc stock. As of the latest transaction made, Advisor Net Financial, Inc holds 1,063 shares of PFG stock, worth $81,149. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,063

Previous 903 17.72%

Holding current value

$81,149

Previous $70,000 30.0%

% of portfolio

0.01%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$72.94 - $87.46 $11,670 - $13,993	160 Added 17.72%	1,063 $91,000
Q2 2024 Jul 16, 2024	SELL	$76.66 - $86.01 $229 - $258	-3 Reduced 0.33%	903 $70,000
Q1 2024 Apr 12, 2024	SELL	$77.2 - $86.31 $35,743 - $39,961	-463 Reduced 33.82%	906 $78,000
Q4 2023 Jan 19, 2024	SELL	$66.88 - $79.58 $601 - $716	-9 Reduced 0.65%	1,369 $107,000
Q3 2023 Oct 12, 2023	BUY	$72.0 - $84.1 $4,104 - $4,793	57 Added 4.31%	1,378 $99,000
Q2 2023 Jul 14, 2023	BUY	$65.46 - $77.11 $1,374 - $1,619	21 Added 1.62%	1,321 $100,000
Q1 2023 Apr 28, 2023	SELL	$69.69 - $93.39 $3,414 - $4,576	-49 Reduced 3.63%	1,300 $96,000
Q4 2022 Jan 13, 2023	BUY	$75.39 - $95.0 $5,051 - $6,365	67 Added 5.23%	1,349 $0
Q3 2022 Oct 04, 2022	BUY	$61.13 - $79.78 $3,056 - $3,989	50 Added 4.06%	1,282 $92,000
Q2 2022 Jul 07, 2022	SELL	$62.84 - $76.21 $33,368 - $40,467	-531 Reduced 30.12%	1,232 $82,000
Q1 2022 Apr 14, 2022	BUY	$64.37 - $78.95 $11,908 - $14,605	185 Added 11.72%	1,763 $129,000
Q4 2021 Jan 19, 2022	BUY	$65.12 - $73.93 $13,089 - $14,859	201 Added 14.6%	1,578 $114,000
Q3 2021 Oct 15, 2021	BUY	$59.2 - $68.12 $236 - $272	4 Added 0.29%	1,377 $89,000
Q2 2021 Jul 06, 2021	SELL	$59.74 - $66.87 $19,475 - $21,799	-326 Reduced 19.19%	1,373 $87,000
Q1 2021 Apr 14, 2021	SELL	$48.31 - $61.55 $14,589 - $18,588	-302 Reduced 15.09%	1,699 $102,000
Q4 2020 Feb 04, 2021	BUY	$38.25 - $52.6 $8,185 - $11,256	214 Added 11.98%	2,001 $99,000
Q3 2020 Nov 06, 2020	SELL	$37.79 - $46.18 $8,805 - $10,759	-233 Reduced 11.53%	1,787 $72,000
Q2 2020 Aug 26, 2020	BUY	$26.41 - $48.72 $2,852 - $5,261	108 Added 5.65%	2,020 $84,000
Q1 2020 May 14, 2020	BUY	$24.16 - $57.08 $6,281 - $14,840	260 Added 15.74%	1,912 $60,000
Q4 2019 Feb 12, 2020	SELL	$52.35 - $57.4 $19,526 - $21,410	-373 Reduced 18.42%	1,652 $91,000
Q3 2019 Oct 23, 2019	BUY	$52.18 - $60.68 $21,967 - $25,546	421 Added 26.25%	2,025 $116,000
Q2 2019 Jul 15, 2019	BUY	$51.57 - $57.92 $55,128 - $61,916	1,069 Added 199.81%	1,604 $93,000
Q1 2019 May 14, 2019	BUY	$43.39 - $53.09 $2,516 - $3,079	58 Added 12.16%	535 $27,000
Q4 2018 Feb 08, 2019	BUY	$41.08 - $60.65 $2,793 - $4,124	68 Added 16.63%	477 $21,000
Q1 2018 May 08, 2018	BUY	$57.76 - $75.04 $16,865 - $21,911	292 Added 249.57%	409 $25,000
Q4 2017 Feb 27, 2018	BUY	$64.92 - $71.76 $7,595 - $8,395	117	117 $8,000

Others Institutions Holding PFG

# of Institutions

833

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 $19B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Net Financial, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Advisor Net Financial, Inc with notifications on news.

Account

Advisor Net Financial, Inc Principal Financial Group Inc Transaction History