PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Capital Advisors, Ltd. LLC's Holding History (CIK: 0001597878)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,202 Value ($000) $0 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 1,202 Value ($000) $0 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 1,202 Value ($000) $0 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 1,232 Value ($000) $0 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 1,254 Value ($000) $0 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 1,226 Value ($000) $0 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 1,249 Value ($000) $0 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 1,249 Value ($000) $0 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 1,226 Value ($000) $0 Avg Close $66.95 Range $61.01 - $74.62
Q3 2023
Shares 1,202 Value ($000) $0 Avg Close $71.08 Range $65.96 - $77.34
Q2 2023
Shares 1,202 Value ($000) $0 Avg Close $65.46 Range $59.54 - $70.14
Q1 2023
Shares 10 Value ($000) $0 Avg Close $76.24 Range $61.43 - $84.21
Q4 2022
Shares 1,226 Value ($000) $0 Avg Close $76.60 Range $63.98 - $85.66
Q3 2022
Shares 34 Value ($000) $2 Avg Close $63.59 Range $53.91 - $71.08
Q2 2022
Shares 10 Value ($000) $1 Avg Close $61.74 Range $54.73 - $67.59
Q4 2021
Shares 8 Value ($000) $1 Avg Close $60.13 Range $55.15 - $64.05
Q4 2018
Shares 177 Value ($000) $8 Avg Close $37.23 Range $30.82 - $46.09
Q3 2018
Shares 177 Value ($000) $10 Avg Close $41.75 Range $39.13 - $45.36
Q2 2018
Shares 177 Value ($000) $9 Avg Close $43.12 Range $39.07 - $45.93
Q1 2018
Shares 177 Value ($000) $11 Avg Close $48.41 Range $42.64 - $55.46
Q4 2017
Shares 177 Value ($000) $12 Avg Close $50.32 Range $46.97 - $52.86
Q3 2017
Shares 177 Value ($000) $11 Avg Close $46.64 Range $43.45 - $48.99
Q2 2017
Shares 177 Value ($000) $11 Avg Close $45.66 Range $43.33 - $47.82
Q1 2017
Shares 177 Value ($000) $11 Avg Close $43.60 Range $40.01 - $46.42
Q4 2016
Shares 177 Value ($000) $10 Avg Close $39.76 Range $36.06 - $43.73
Q3 2016
Shares 177 Value ($000) $9 Avg Close $32.91 Range $27.26 - $36.60
Q2 2016
Shares 177 Value ($000) $7 Avg Close $29.45 Range $26.69 - $31.45
Q1 2016
Shares 177 Value ($000) $7 Avg Close $26.59 Range $22.79 - $30.52
Q4 2015
Shares 177 Value ($000) $8 Avg Close $33.45 Range $30.06 - $35.70
Q3 2015
Shares 177 Value ($000) $8 Avg Close $35.23 Range $28.49 - $39.36
Q2 2015
Shares 177 Value ($000) $9 Avg Close $35.02 Range $33.55 - $36.24