Principal Financial shares owned by Halpern Financial
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Halpern Financial
from 13F filings
Historical chart of Halpern Financial investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $25k | 296 | 85.08 |
| 2024-06-30 | $23k | 296 | 78.45 |
| 2024-03-31 | $25k | 296 | 85.77 |
| 2023-12-31 | $23k | 296 | 78.67 |
| 2023-09-30 | $21k | 296 | 72.07 |
| 2023-06-30 | $22k | 296 | 75.84 |
| 2023-03-31 | $22k | 296 | 74.32 |
| 2022-12-31 | $25k | 296 | 83.92 |
| 2022-09-30 | $21k | 296 | 72.15 |
| 2022-06-30 | $20k | 296 | 66.79 |
| 2022-03-31 | $22k | 296 | 73.41 |
| 2021-12-31 | $21k | 296 | 72.33 |
| 2021-09-30 | $19k | 296 | 64.40 |
| 2021-06-30 | $19k | 296 | 63.19 |
| 2021-03-31 | $18k | 296 | 59.96 |
| 2020-12-31 | $15k | 296 | 49.61 |
| 2020-09-30 | $12k | 296 | 40.27 |
| 2020-06-30 | $12k | 296 | 41.54 |
| 2020-03-31 | $9.3k | 296 | 31.34 |
| 2019-12-31 | $16k | 296 | 55.00 |