NewSquare Capital LLC PFG Holdings History
NewSquare Capital LLC's Principal Financial Group Inc Holding Summary
As of 2025-03-31, NewSquare Capital LLC held 2,065.00 shares of Principal Financial Group Inc(PFG), totaling $41,140.00. This investment constitutes 0% of their stock portfolio, and NewSquare Capital LLC now holds 0% of the outstanding Principal Financial Group Inc(PFG) stock.
The initial trade took place in 2016Q1. And since then NewSquare Capital LLC has made 29 purchases of PFG, at an average price of $63.61, for a total of 133,831.00 shares. In addition, there have been 8 sales at an average price of $79.66 for 131,766.00 shares. Based on historical transaction data and PFG's current price of $80.70, NewSquare Capital LLC's estimated gain on his PFG holdings is $2.15 Mil, reflecting a 25.26% gain to date.
NewSquare Capital LLC PFG ($80.70) Holding Chart
NewSquare Capital LLC PFG ($80.70) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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