A detailed history of Goal Vest Advisory LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Goal Vest Advisory LLC holds 17,064 shares of PFG stock, worth $1.44 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
17,064
Previous 17,707 3.63%
Holding current value
$1.44 Million
Previous $1.53 Million 12.43%
% of portfolio
0.43%
Previous 0.51%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$76.66 - $86.01 $49,292 - $55,304
-643 Reduced 3.63%
17,064 $1.34 Million
Q1 2024

Apr 15, 2024

BUY
$77.2 - $86.31 $49,099 - $54,893
636 Added 3.73%
17,707 $1.53 Million
Q4 2023

Jan 02, 2024

BUY
$66.88 - $79.58 $77,313 - $91,994
1,156 Added 7.26%
17,071 $1.34 Million
Q3 2023

Oct 10, 2023

BUY
$72.0 - $84.1 $67,176 - $78,465
933 Added 6.23%
15,915 $1.15 Million
Q2 2023

Jul 17, 2023

SELL
$65.46 - $77.11 $177,920 - $209,584
-2,718 Reduced 15.36%
14,982 $1.14 Million
Q1 2023

Apr 03, 2023

BUY
$69.69 - $93.39 $131,156 - $175,759
1,882 Added 11.9%
17,700 $1.32 Million
Q4 2022

Jan 06, 2023

BUY
$75.39 - $95.0 $76,973 - $96,995
1,021 Added 6.9%
15,818 $0
Q3 2022

Oct 11, 2022

BUY
$61.13 - $79.78 $127,456 - $166,341
2,085 Added 16.4%
14,797 $1.07 Million
Q2 2022

Jul 06, 2022

BUY
$62.84 - $76.21 $798,319 - $968,171
12,704 Added 158800.0%
12,712 $846,000
Q1 2022

May 03, 2022

BUY
$64.37 - $78.95 $514 - $631
8 New
8 $1,000

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 $21B
  • 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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