Principal Financial Group’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.4M | Sell |
801,520
-56
| -0% | -$1.91K | 0.01% | 683 |
|
|
2025
Q1 | $24.7M | Buy |
801,576
+22,526
| +3% | +$695K | 0.01% | 704 |
|
|
2024
Q4 | $24.6M | Buy |
779,050
+18,912
| +2% | +$598K | 0.01% | 735 |
|
|
2024
Q3 | $24.9M | Sell |
760,138
-33,861
| -4% | -$1.11M | 0.01% | 730 |
|
|
2024
Q2 | $21M | Sell |
793,999
-19,235
| -2% | -$509K | 0.01% | 831 |
|
|
2024
Q1 | $23M | Buy |
813,234
+796,934
| +4,889% | +$22.6M | 0.01% | 829 |
|
|
2023
Q4 | $417K | Buy |
16,300
+1,552
| +11% | +$39.7K | ﹤0.01% | 1992 |
|
|
2023
Q3 | $357K | Sell |
14,748
-1,904
| -11% | -$46.1K | ﹤0.01% | 2012 |
|
|
2023
Q2 | $489K | Sell |
16,652
-27,048
| -62% | -$795K | ﹤0.01% | 1964 |
|
|
2023
Q1 | $1.17M | Sell |
43,700
-7,071
| -14% | -$189K | ﹤0.01% | 1836 |
|
|
2022
Q4 | $1.58M | Sell |
50,771
-21,378
| -30% | -$665K | ﹤0.01% | 1800 |
|
|
2022
Q3 | $1.76M | Sell |
72,149
-90,587
| -56% | -$2.21M | ﹤0.01% | 1738 |
|
|
2022
Q2 | $4.09M | Buy |
162,736
+137,930
| +556% | +$3.47M | ﹤0.01% | 1621 |
|
|
2022
Q1 | $721K | Buy |
24,806
+1,067
| +4% | +$31K | ﹤0.01% | 2043 |
|
|
2021
Q4 | $622K | Sell |
23,739
-6,152
| -21% | -$161K | ﹤0.01% | 2077 |
|
|
2021
Q3 | $708K | Buy |
29,891
+6,345
| +27% | +$150K | ﹤0.01% | 2082 |
|
|
2021
Q2 | $602K | Sell |
23,546
-7,038
| -23% | -$180K | ﹤0.01% | 2161 |
|
|
2021
Q1 | $702K | Sell |
30,584
-5,185
| -14% | -$119K | ﹤0.01% | 2068 |
|
|
2020
Q4 | $646K | Buy |
35,769
+14,838
| +71% | +$268K | ﹤0.01% | 2044 |
|
|
2020
Q3 | $363K | Sell |
20,931
-3,437
| -14% | -$59.6K | ﹤0.01% | 2084 |
|
|
2020
Q2 | $506K | Buy |
24,368
+10,321
| +73% | +$214K | ﹤0.01% | 1968 |
|
|
2020
Q1 | $197K | Sell |
14,047
-244
| -2% | -$3.42K | ﹤0.01% | 2065 |
|
|
2019
Q4 | $240K | Sell |
14,291
-2,314
| -14% | -$38.9K | ﹤0.01% | 2095 |
|
|
2019
Q3 | $275K | Buy |
16,605
+2,977
| +22% | +$49.3K | ﹤0.01% | 2068 |
|
|
2019
Q2 | $240K | Buy |
13,628
+936
| +7% | +$16.5K | ﹤0.01% | 2111 |
|
|
2019
Q1 | $245K | Buy |
12,692
+197
| +2% | +$3.8K | ﹤0.01% | 2088 |
|
|
2018
Q4 | $211K | Sell |
12,495
-6,009
| -32% | -$101K | ﹤0.01% | 2121 |
|
|
2018
Q3 | $442K | Buy |
18,504
+4,075
| +28% | +$97.3K | ﹤0.01% | 1982 |
|
|
2018
Q2 | $361K | Buy |
+14,429
| New | +$361K | ﹤0.01% | 2032 |
|
|
2018
Q1 | – | Sell |
-9,634
| Closed | -$203K | – | 2212 |
|
|
2017
Q4 | $203K | Buy |
+9,634
| New | +$203K | ﹤0.01% | 2137 |
|
|
2017
Q3 | – | Sell |
-10,927
| Closed | -$199K | – | 2207 |
|
|
2017
Q2 | $199K | Buy |
+10,927
| New | +$199K | ﹤0.01% | 2138 |
|