A detailed history of West Financial Advisors, LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, West Financial Advisors, LLC holds 2,449 shares of PFG stock, worth $190,532. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,449
Previous 2,431 0.74%
Holding current value
$190,532
Previous $190,000 10.53%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 08, 2024

BUY
$72.94 - $87.46 $1,312 - $1,574
18 Added 0.74%
2,449 $210,000
Q2 2024

Jul 15, 2024

SELL
$76.66 - $86.01 $2,376 - $2,666
-31 Reduced 1.26%
2,431 $190,000
Q4 2023

Jan 11, 2024

SELL
$66.88 - $79.58 $3,544 - $4,217
-53 Reduced 2.11%
2,462 $193,000
Q3 2023

Oct 10, 2023

SELL
$72.0 - $84.1 $720 - $841
-10 Reduced 0.4%
2,515 $181,000
Q2 2023

Jul 07, 2023

BUY
$65.46 - $77.11 $49,356 - $58,140
754 Added 42.57%
2,525 $191,000
Q1 2023

Apr 18, 2023

SELL
$69.69 - $93.39 $3,832 - $5,136
-55 Reduced 3.01%
1,771 $131,000
Q4 2022

Jan 10, 2023

SELL
$75.39 - $95.0 $2,714 - $3,420
-36 Reduced 1.93%
1,826 $0
Q3 2022

Oct 11, 2022

BUY
$61.13 - $79.78 $11,859 - $15,477
194 Added 11.63%
1,862 $134,000
Q2 2022

Jul 14, 2022

SELL
$62.84 - $76.21 $9,111 - $11,050
-145 Reduced 8.0%
1,668 $111,000
Q1 2022

Apr 18, 2022

BUY
$64.37 - $78.95 $8,046 - $9,868
125 Added 7.41%
1,813 $133,000
Q3 2021

Oct 13, 2021

BUY
$59.2 - $68.12 $75,420 - $86,784
1,274 Added 307.73%
1,688 $109,000
Q2 2021

Jul 27, 2021

SELL
$59.74 - $66.87 $11,051 - $12,370
-185 Reduced 30.88%
414 $26,000
Q1 2021

Apr 20, 2021

BUY
$48.31 - $61.55 $8,937 - $11,386
185 Added 44.69%
599 $36,000
Q4 2020

Feb 22, 2021

SELL
$38.25 - $52.6 $4,169 - $5,733
-109 Reduced 20.84%
414 $21,000
Q4 2020

Feb 02, 2021

BUY
$38.25 - $52.6 $20,004 - $27,509
523 New
523 $22 Million

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 $19.4B
  • 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...
More about PFG
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