Sunbelt Securities, Inc. Principal Financial Group Inc Transaction History

Sunbelt Securities, Inc.

$924 Million
Q3 2024

A detailed history of Sunbelt Securities, Inc. transactions in Principal Financial Group Inc stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 9,877 shares of PFG stock, worth $768,430. This represents 0.09% of its overall portfolio holdings.

Number of Shares

9,877

Previous 9,877 -0.0%

Holding current value

$768,430

Previous $774,000 9.56%

% of portfolio

0.09%

Previous 0.09%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 15, 2024	BUY	$76.66 - $86.01 $211,351 - $237,129	2,757 Added 38.72%	9,877 $774,000
Q4 2023 Feb 14, 2024	SELL	$66.88 - $79.58 $14,914 - $17,746	-223 Reduced 3.04%	7,120 $560,000
Q2 2023 Aug 15, 2023	SELL	$65.46 - $77.11 $91,643 - $107,954	-1,400 Reduced 16.01%	7,343 $556,000
Q4 2022 Feb 08, 2023	BUY	$75.39 - $95.0 $30,156 - $38,000	400 Added 4.79%	8,743 $733,000
Q3 2022 Nov 21, 2022	SELL	$61.13 - $79.78 $24,452 - $31,912	-400 Reduced 4.58%	8,343 $602,000
Q2 2022 Oct 03, 2022	SELL	$62.84 - $76.21 $27,775 - $33,684	-442 Reduced 4.81%	8,743 $584,000
Q1 2022 May 16, 2022	SELL	$64.37 - $78.95 $988,851 - $1.21 Million	-15,362 Reduced 62.58%	9,185 $685,000
Q4 2021 Feb 14, 2022	SELL	$65.12 - $73.93 $335,693 - $381,109	-5,155 Reduced 17.36%	24,547 $1.92 Million
Q2 2021 Jul 29, 2021	SELL	$59.74 - $66.87 $71,688 - $80,244	-1,200 Reduced 3.88%	29,702 $1.81 Million
Q1 2021 May 27, 2021	BUY	$48.31 - $61.55 $50,967 - $64,935	1,055 Added 3.53%	30,902 $1.85 Million
Q4 2020 Feb 09, 2021	BUY	$38.25 - $52.6 $699,401 - $961,791	18,285 Added 158.15%	29,847 $1.48 Million
Q3 2020 Nov 17, 2020	SELL	$37.79 - $46.18 $37,790 - $46,180	-1,000 Reduced 7.96%	11,562 $466,000
Q1 2020 May 15, 2020	SELL	$24.16 - $57.08 $443,843 - $1.05 Million	-18,371 Reduced 59.39%	12,562 $394,000
Q4 2019 Feb 14, 2020	BUY	$52.35 - $57.4 $23,766 - $26,059	454 Added 1.49%	30,933 $425 Million
Q3 2019 Nov 15, 2019	BUY	$52.18 - $60.68 $1.11 Million - $1.3 Million	21,356 Added 234.09%	30,479 $1.74 Million
Q2 2019 Aug 01, 2019	BUY	$51.57 - $57.92 $127,377 - $143,062	2,470 Added 37.13%	9,123 $528,000
Q1 2019 May 15, 2019	BUY	$43.39 - $53.09 $288,673 - $353,207	6,653 New	6,653 $334,000

Others Institutions Holding PFG

# of Institutions

836

Shares Held

159M

Call Options Held

177K

Put Options Held

119K

View Full List

About PRINCIPAL FINANCIAL GROUP INC

Ticker PFG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 249,236,992
Market Cap $19.4B
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...

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Sunbelt Securities, Inc. Principal Financial Group Inc Transaction History