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Principal Financial shares owned by Sound Income Strategies

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Sound Income Strategies from 13F filings

Historical chart of Sound Income Strategies investment in Principal Financial

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All positions including Principal Financial held by Sound Income Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by Sound Income Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $13M 167k 78.67
2023-09-30 $11M 155k 72.07
2023-06-30 $11M 144k 75.84
2023-03-31 $9.9M 133k 74.32
2022-12-31 $10M 120k 83.92
2022-09-30 $12M 173k 72.15
2022-06-30 $12M 182k 66.79
2022-03-31 $12M 166k 73.41
2021-12-31 $11M 145k 72.33
2021-09-30 $9.3M 144k 64.40
2021-06-30 $7.9M 125k 63.19
2021-03-31 $6.8M 113k 59.96
2020-12-31 $3.8M 77k 49.61
2020-09-30 $2.3M 58k 40.27
2020-06-30 $2.0M 48k 41.54
2020-03-31 $1.3M 42k 31.34
2019-12-31 $1.9M 34k 55.01
2019-09-30 $1.8M 31k 57.12
2019-06-30 $1.5M 26k 57.93
2019-03-31 $976k 19k 50.19
2018-12-31 $1.2M 20k 58.60
2018-09-30 $805k 15k 52.92
2018-06-30 $805k 15k 52.92
2018-03-31 $652k 11k 60.87
2017-12-31 $604k 9.8k 61.76