A detailed history of Proquility Private Wealth Partners, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Proquility Private Wealth Partners, LLC holds 12,277 shares of PFG stock, worth $1 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
12,277
Previous 11,547 6.32%
Holding current value
$1 Million
Previous $905,000 16.46%
% of portfolio
0.34%
Previous 0.31%

Shares

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

Oct 15, 2024

BUY
$72.94 - $87.46 $53,246 - $63,845
730 Added 6.32%
12,277 $1.05 Million
Q2 2024

Aug 09, 2024

BUY
$76.66 - $86.01 $12,342 - $13,847
161 Added 1.41%
11,547 $905,000
Q1 2024

May 02, 2024

BUY
$77.2 - $86.31 $448,454 - $501,374
5,809 Added 104.16%
11,386 $982,000
Q4 2023

Feb 12, 2024

SELL
$66.88 - $79.58 $277,217 - $329,859
-4,145 Reduced 42.64%
5,577 $438,000
Q3 2023

Nov 14, 2023

SELL
$72.0 - $84.1 $22,248 - $25,986
-309 Reduced 3.08%
9,722 $700,000
Q2 2023

Sep 14, 2023

BUY
$65.46 - $77.11 $41,894 - $49,350
640 Added 6.82%
10,031 $760,000
Q1 2023

May 10, 2023

BUY
$69.69 - $93.39 $654,458 - $877,025
9,391 New
9,391 $697,000

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 $20.3B
  • 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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