Principal Financial shares owned by Lloyd Advisory Services
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Lloyd Advisory Services
from 13F filings
Historical chart of Lloyd Advisory Services investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Lloyd Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $955k | 11k | 86.31 |
| 2022-03-31 | $41k | 560 | 73.21 |
| 2021-12-31 | $39k | 537 | 72.63 |
| 2021-09-30 | $32k | 495 | 64.65 |
| 2021-06-30 | $15k | 241 | 62.24 |
| 2021-03-31 | $8.0k | 136 | 58.82 |
| 2020-12-31 | $7.0k | 136 | 51.47 |
| 2020-09-30 | $5.0k | 136 | 36.76 |