Principal Financial Group’s C3.ai AI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
+8,613
| New | +$212K | ﹤0.01% | 2120 |
|
|
2025
Q1 | – | Sell |
-9,419
| Closed | -$324K | – | 2172 |
|
|
2024
Q4 | $324K | Buy |
+9,419
| New | +$324K | ﹤0.01% | 2025 |
|
|
2024
Q3 | – | Sell |
-11,165
| Closed | -$323K | – | 2227 |
|
|
2024
Q2 | $323K | Buy |
11,165
+462
| +4% | +$13.4K | ﹤0.01% | 2045 |
|
|
2024
Q1 | $290K | Buy |
10,703
+1,119
| +12% | +$30.3K | ﹤0.01% | 2098 |
|
|
2023
Q4 | $275K | Buy |
+9,584
| New | +$275K | ﹤0.01% | 2085 |
|
|
2023
Q3 | – | Sell |
-6,762
| Closed | -$246K | – | 2437 |
|
|
2023
Q2 | $246K | Buy |
6,762
+10
| +0.1% | +$364 | ﹤0.01% | 2126 |
|
|
2023
Q1 | $227K | Buy |
+6,752
| New | +$227K | ﹤0.01% | 2151 |
|