A detailed history of Capital Advisors, Ltd. LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 1,226 shares of PFG stock, worth $95,382. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,226
Previous 1,249 1.84%
Holding current value
$95,382
Previous $98,000 7.14%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$72.94 - $87.46 $1,677 - $2,011
-23 Reduced 1.84%
1,226 $105,000
Q1 2024

Apr 18, 2024

BUY
$77.2 - $86.31 $1,775 - $1,985
23 Added 1.88%
1,249 $108,000
Q4 2023

Feb 02, 2024

BUY
$66.88 - $79.58 $1,605 - $1,909
24 Added 2.0%
1,226 $96,000
Q2 2023

Jul 26, 2023

BUY
$65.46 - $77.11 $78,028 - $91,915
1,192 Added 11920.0%
1,202 $91,000
Q1 2023

May 03, 2023

SELL
$69.69 - $93.39 $84,743 - $113,562
-1,216 Reduced 99.18%
10 $1,000
Q4 2022

Feb 07, 2023

BUY
$75.39 - $95.0 $89,864 - $113,240
1,192 Added 3505.88%
1,226 $3,000
Q3 2022

Nov 09, 2022

BUY
$61.13 - $79.78 $1,467 - $1,914
24 Added 240.0%
34 $2,000
Q2 2022

Aug 05, 2022

BUY
$62.84 - $76.21 $628 - $762
10 New
10 $1,000
Q1 2022

May 09, 2022

SELL
$64.37 - $78.95 $514 - $631
-8 Closed
0 $0
Q4 2021

Feb 08, 2022

BUY
$65.12 - $73.93 $520 - $591
8 New
8 $1,000
Q1 2019

May 01, 2019

SELL
$43.39 - $53.09 $7,680 - $9,396
-177 Closed
0 $0
Q3 2017

Oct 25, 2017

BUY
$59.92 - $67.04 $10,605 - $11,866
177
177 $11,000

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 $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 Capital Advisors, Ltd. LLC Portfolio

Follow Capital Advisors, Ltd. LLC 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 Capital Advisors, Ltd. LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisors, Ltd. LLC with notifications on news.