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Principal Financial shares owned by CSat Investment Advisory

Quarter-by-quarter ownership of Principal Financial (PFG) shares owned by CSat Investment Advisory from 13F filings

Historical chart of CSat Investment Advisory investment in Principal Financial

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All positions including Principal Financial held by CSat Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Financial by CSat Investment Advisory

Quarter filed Position value Share count Share price at filing
2021-03-31 $51k 858 59.44
2020-12-31 $48k 962 49.90
2020-09-30 $66k 1.6k 40.08
2020-06-30 $62k 1.5k 41.07
2020-03-31 $36k 1.1k 31.94
2019-12-31 $59k 1.1k 55.93
2019-09-30 $570k 10k 57.10
2019-06-30 $345k 6.0k 57.99
2019-03-31 $22k 448 49.11
2018-12-31 $21k 486 43.21
2018-09-30 $15k 257 58.37
2018-06-30 $11k 201 54.73