PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

Valeo Financial Advisors, LLC's Holding History (CIK: 0001722641)

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

Q4 2025
Shares 2,964 Value ($000) $261 Avg Close $83.87 Range $77.17 - $92.10
Q3 2025
Shares 2,721 Value ($000) $226 Avg Close $78.65 Range $73.57 - $82.86
Q2 2025
Shares 2,533 Value ($000) $201 Avg Close $74.81 Range $66.44 - $83.99
Q1 2024
Shares 3,029 Value ($000) $249 Avg Close $74.77 Range $70.34 - $81.38
Q1 2021
Shares 1,572 Value ($000) $94 Avg Close $46.72 Range $39.67 - $52.22
Q4 2020
Shares 1,721 Value ($000) $85 Avg Close $37.97 Range $30.95 - $44.00
Q3 2020
Shares 1,721 Value ($000) $69 Avg Close $34.89 Range $30.57 - $38.63
Q2 2020
Shares 1,571 Value ($000) $65 Avg Close $29.50 Range $20.74 - $40.21
Q1 2020
Shares 1,537 Value ($000) $50 Avg Close $37.70 Range $18.74 - $45.40
Q4 2019
Shares 1,604 Value ($000) $88 Avg Close $43.18 Range $41.15 - $45.39
Q3 2019
Shares 1,604 Value ($000) $92 Avg Close $43.94 Range $40.43 - $47.31
Q2 2019
Shares 1,604 Value ($000) $93 Avg Close $42.59 Range $39.04 - $45.56
Q1 2019
Shares 1,684 Value ($000) $85 Avg Close $37.93 Range $32.97 - $41.01
Q4 2018
Shares 484 Value ($000) $21 Avg Close $37.23 Range $30.82 - $46.09
Q3 2018
Shares 510 Value ($000) $24 Avg Close $41.75 Range $39.13 - $45.36
Q2 2018
Shares 404 Value ($000) $22 Avg Close $43.12 Range $39.07 - $45.93
Q1 2018
Shares 354 Value ($000) $22 Avg Close $48.41 Range $42.64 - $55.46
Q4 2017
Shares 354 Value ($000) $25 Avg Close $50.32 Range $46.97 - $52.86
Q3 2017
Shares 249 Value ($000) $16 Avg Close $46.64 Range $43.45 - $48.99