A detailed history of My Legacy Advisors, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, My Legacy Advisors, LLC holds 4,541 shares of PFG stock, worth $355,741. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,541
Previous 5,440 16.53%
Holding current value
$355,741
Previous $426,000 8.45%
% of portfolio
0.16%
Previous 0.14%

Shares

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

Oct 21, 2024

SELL
$72.94 - $87.46 $65,573 - $78,626
-899 Reduced 16.53%
4,541 $390,000
Q2 2024

Jul 24, 2024

BUY
$76.66 - $86.01 $18,935 - $21,244
247 Added 4.76%
5,440 $426,000
Q1 2024

Jul 25, 2024

SELL
$77.2 - $86.31 $19,686 - $22,009
-255 Reduced 4.69%
5,185 $447,000
Q4 2023

Jan 12, 2024

BUY
$66.88 - $79.58 $35,446 - $42,177
530 Added 11.37%
5,193 $408,000
Q3 2023

Oct 20, 2023

SELL
$72.0 - $84.1 $275,760 - $322,103
-3,830 Reduced 45.1%
4,663 $336,000
Q2 2023

Jul 14, 2023

SELL
$65.46 - $77.11 $110,627 - $130,315
-1,690 Reduced 16.6%
8,493 $644,000
Q1 2023

Apr 11, 2023

BUY
$69.69 - $93.39 $80,213 - $107,491
1,151 Added 12.74%
10,183 $756,000
Q4 2022

Feb 07, 2023

BUY
$75.39 - $95.0 $160,580 - $202,350
2,130 Added 30.86%
9,032 $757,000
Q3 2022

Oct 17, 2022

BUY
$61.13 - $79.78 $110,034 - $143,604
1,800 Added 35.28%
6,902 $529,000
Q2 2022

Jul 12, 2022

BUY
$62.84 - $76.21 $320,609 - $388,823
5,102 New
5,102 $338,000

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 $19.5B
  • 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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