A detailed history of Greenwood Capital Associates LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Greenwood Capital Associates LLC holds 17,359 shares of PFG stock, worth $1.46 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
17,359
Previous 16,937 2.49%
Holding current value
$1.46 Million
Previous $1.33 Million 12.27%
% of portfolio
0.2%
Previous 0.18%

Shares

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

Oct 30, 2024

BUY
$72.94 - $87.46 $30,780 - $36,908
422 Added 2.49%
17,359 $1.49 Million
Q2 2024

Aug 08, 2024

SELL
$76.66 - $86.01 $9,045 - $10,149
-118 Reduced 0.69%
16,937 $1.33 Million
Q1 2024

May 01, 2024

SELL
$77.2 - $86.31 $1,003 - $1,122
-13 Reduced 0.08%
17,055 $1.47 Million
Q4 2023

Mar 05, 2024

BUY
$66.88 - $79.58 $7,758 - $9,231
116 Added 0.68%
17,068 $1.34 Million
Q3 2023

Oct 18, 2023

BUY
$72.0 - $84.1 $42,984 - $50,207
597 Added 3.65%
16,952 $1.22 Million
Q2 2023

Aug 07, 2023

SELL
$65.46 - $77.11 $14,139 - $16,655
-216 Reduced 1.3%
16,355 $1.24 Million
Q1 2023

May 12, 2023

BUY
$69.69 - $93.39 $174,015 - $233,194
2,497 Added 17.74%
16,571 $1.23 Million
Q4 2022

Jan 26, 2023

SELL
$75.39 - $95.0 $595,430 - $750,310
-7,898 Reduced 35.95%
14,074 $0
Q3 2022

Nov 10, 2022

BUY
$61.13 - $79.78 $63,575 - $82,971
1,040 Added 4.97%
21,972 $1.59 Million
Q2 2022

Aug 10, 2022

BUY
$62.84 - $76.21 $65,165 - $79,029
1,037 Added 5.21%
20,932 $1.4 Million
Q1 2022

May 10, 2022

BUY
$64.37 - $78.95 $465,395 - $570,808
7,230 Added 57.09%
19,895 $1.46 Million
Q4 2021

Feb 03, 2022

BUY
$65.12 - $73.93 $153,878 - $174,696
2,363 Added 22.94%
12,665 $916,000
Q3 2021

Oct 27, 2021

BUY
$59.2 - $68.12 $66,008 - $75,953
1,115 Added 12.14%
10,302 $663,000
Q2 2021

Aug 16, 2021

BUY
$59.74 - $66.87 $107,472 - $120,299
1,799 Added 24.35%
9,187 $581,000
Q1 2021

May 14, 2021

BUY
$48.31 - $61.55 $356,914 - $454,731
7,388 New
7,388 $443,000

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
Track This Portfolio

Track Greenwood Capital Associates LLC Portfolio

Follow Greenwood Capital Associates 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 Greenwood Capital Associates LLC, based on Form 13F filings with the SEC.

News

Stay updated on Greenwood Capital Associates LLC with notifications on news.