Principal Financial shares owned by Sunbelt Securities
Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by Sunbelt Securities
from 13F filings
Historical chart of Sunbelt Securities investment in Principal Financial
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Quarterly reported holdings in Principal Financial by Sunbelt Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $848k | 9.9k | 85.90 |
| 2024-06-30 | $775k | 9.9k | 78.45 |
| 2024-03-31 | $615k | 7.1k | 86.32 |
| 2023-12-31 | $560k | 7.1k | 78.67 |
| 2023-09-30 | $529k | 7.3k | 72.07 |
| 2023-06-30 | $557k | 7.3k | 75.84 |
| 2023-03-31 | $648k | 8.7k | 74.14 |
| 2022-12-31 | $734k | 8.7k | 83.92 |
| 2022-09-30 | $602k | 8.3k | 72.16 |
| 2022-06-30 | $584k | 8.7k | 66.80 |
| 2022-03-31 | $685k | 9.2k | 74.58 |
| 2021-12-31 | $1.9M | 25k | 78.18 |
| 2021-09-30 | $1.8M | 30k | 61.01 |
| 2021-06-30 | $1.8M | 30k | 61.01 |
| 2021-03-31 | $1.9M | 31k | 59.96 |
| 2020-12-31 | $1.5M | 30k | 49.62 |
| 2020-09-30 | $466k | 12k | 40.30 |
| 2020-06-30 | $522k | 13k | 41.55 |
| 2020-03-31 | $394k | 13k | 31.36 |
| 2019-12-31 | $425k | 31k | 13.75 |
| 2019-09-30 | $1.7M | 31k | 57.15 |
| 2019-06-30 | $528k | 9.1k | 57.88 |
| 2019-03-31 | $334k | 6.7k | 50.20 |