Kingsview Wealth Management, LLC Principal Financial Group Inc Transaction History

Kingsview Wealth Management, LLC

  • $4.71 Billion
  • Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 3,804 shares of PFG stock, worth $325,812. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,804
Previous 3,490 9.0%
Holding current value
$325,812
Previous $299,000 1.67%
% of portfolio
0.01%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$74.91 - $91.26 $23,521 - $28,655
314 Added 9.0%
3,804 $294,000
Q3 2024

Nov 12, 2024
SELL
$72.94 - $87.46 $1.58 Million - $1.89 Million
-21,649 Reduced 86.12%
3,490 $299,000
Q2 2024

Aug 14, 2024
BUY
$76.66 - $86.01 $1.93 Million - $2.16 Million
25,139 New
25,139 $1.97 Million
Q4 2023

Feb 08, 2024
SELL
$66.88 - $79.58 $18,659 - $22,202
-279 Reduced 5.85%
4,487 $352,000
Q3 2023

Nov 07, 2023
SELL
$72.0 - $84.1 $1,800 - $2,102
-25 Reduced 0.52%
4,766 $343,000
Q2 2023

Aug 10, 2023
BUY
$65.46 - $77.11 $26,053 - $30,689
398 Added 9.06%
4,791 $363,000
Q1 2023

May 15, 2023
SELL
$69.69 - $93.39 $1.02 Million - $1.37 Million
-14,679 Reduced 76.97%
4,393 $326,000
Q4 2022

Feb 13, 2023
SELL
$75.39 - $95.0 $1.95 Million - $2.46 Million
-25,907 Reduced 57.6%
19,072 $1.6 Million
Q3 2022

Nov 14, 2022
BUY
$61.13 - $79.78 $263,898 - $344,410
4,317 Added 10.62%
44,979 $3.25 Million
Q2 2022

Aug 16, 2022
BUY
$62.84 - $76.21 $440,885 - $534,689
7,016 Added 20.85%
40,662 $2.72 Million
Q1 2022

Feb 08, 2024
BUY
$64.37 - $78.95 $3.65 Million - $4.47 Million
56,665 Added 1262.87%
61,152 $4.49 Million
Q4 2021

Feb 17, 2022
BUY
$65.12 - $73.93 $137,142 - $155,696
2,106 Added 6.68%
33,646 $2.43 Million
Q3 2021

Dec 03, 2021
SELL
$59.2 - $68.12 $11,840 - $13,624
-200 Reduced 0.63%
31,540 $2.03 Million
Q2 2021

Aug 17, 2021
BUY
$59.74 - $66.87 $302,941 - $339,097
5,071 Added 19.01%
31,740 $2.02 Million
Q1 2021

May 24, 2021
BUY
$48.31 - $61.55 $268,700 - $342,341
5,562 Added 26.35%
26,669 $1.62 Million
Q4 2020

Feb 16, 2021
SELL
$38.25 - $52.6 $135,481 - $186,309
-3,542 Reduced 14.37%
21,107 $1.05 Million
Q3 2020

Nov 19, 2020
BUY
$37.79 - $46.18 $516,211 - $630,818
13,660 Added 124.31%
24,649 $993,000
Q2 2020

Aug 14, 2020
BUY
$26.41 - $48.72 $45,953 - $84,772
1,740 Added 18.81%
10,989 $456,000
Q1 2020

May 11, 2020
BUY
$24.16 - $57.08 $223,455 - $527,932
9,249 New
9,249 $290,000

Others Institutions Holding PFG

# of Institutions
846
Shares Held
161M
Call Options Held
239K
Put Options Held
119K
View Full List

About PRINCIPAL FINANCIAL GROUP INC

PFG Quotes by TradingView
  • Ticker PFG
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 249,236,992
  • Market Cap $21.3B
  • 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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