Principal Financial Group’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.6M | Sell |
397,602
-7,228
| -2% | -$1.76M | 0.05% | 290 |
|
|
2025
Q1 | $98.2M | Buy |
404,830
+247,157
| +157% | +$59.9M | 0.06% | 278 |
|
|
2024
Q4 | $35.6M | Buy |
157,673
+28
| +0% | +$6.33K | 0.02% | 576 |
|
|
2024
Q3 | $33.9M | Buy |
157,645
+6,552
| +4% | +$1.41M | 0.02% | 600 |
|
|
2024
Q2 | $29.8M | Buy |
151,093
+6,599
| +5% | +$1.3M | 0.02% | 650 |
|
|
2024
Q1 | $29.6M | Buy |
144,494
+2,296
| +2% | +$470K | 0.02% | 686 |
|
|
2023
Q4 | $29.3M | Sell |
142,198
-3,553
| -2% | -$731K | 0.02% | 650 |
|
|
2023
Q3 | $26.1M | Buy |
145,751
+4,643
| +3% | +$831K | 0.02% | 662 |
|
|
2023
Q2 | $23.4M | Sell |
141,108
-19,335
| -12% | -$3.2M | 0.02% | 760 |
|
|
2023
Q1 | $23.5M | Buy |
160,443
+403
| +0.3% | +$59.1K | 0.02% | 749 |
|
|
2022
Q4 | $21.5M | Sell |
160,040
-1,721
| -1% | -$231K | 0.02% | 780 |
|
|
2022
Q3 | $23.3M | Buy |
161,761
+10,520
| +7% | +$1.52M | 0.02% | 676 |
|
|
2022
Q2 | $21.6M | Buy |
151,241
+4,584
| +3% | +$653K | 0.02% | 766 |
|
|
2022
Q1 | $22.8M | Sell |
146,657
-6,937
| -5% | -$1.08M | 0.01% | 830 |
|
|
2021
Q4 | $28.1M | Sell |
153,594
-2,401
| -2% | -$439K | 0.02% | 723 |
|
|
2021
Q3 | $26M | Sell |
155,995
-149
| -0.1% | -$24.8K | 0.02% | 747 |
|
|
2021
Q2 | $25.2M | Buy |
156,144
+3,092
| +2% | +$499K | 0.02% | 782 |
|
|
2021
Q1 | $23.4M | Sell |
153,052
-25,035
| -14% | -$3.83M | 0.02% | 795 |
|
|
2020
Q4 | $27.3M | Sell |
178,087
-119,761
| -40% | -$18.3M | 0.02% | 605 |
|
|
2020
Q3 | $39.3M | Sell |
297,848
-57,782
| -16% | -$7.63M | 0.03% | 403 |
|
|
2020
Q2 | $44.9M | Buy |
355,630
+7,579
| +2% | +$956K | 0.04% | 362 |
|
|
2020
Q1 | $33M | Sell |
348,051
-92,016
| -21% | -$8.73M | 0.04% | 398 |
|
|
2019
Q4 | $54.4M | Buy |
440,067
+18,533
| +4% | +$2.29M | 0.05% | 371 |
|
|
2019
Q3 | $52.5M | Sell |
421,534
-14,431
| -3% | -$1.8M | 0.05% | 378 |
|
|
2019
Q2 | $55.7M | Buy |
435,965
+7,572
| +2% | +$967K | 0.05% | 354 |
|
|
2019
Q1 | $44.4M | Sell |
428,393
-9,523
| -2% | -$987K | 0.04% | 424 |
|
|
2018
Q4 | $42.1M | Sell |
437,916
-76,437
| -15% | -$7.36M | 0.04% | 400 |
|
|
2018
Q3 | $67.9M | Sell |
514,353
-166,914
| -25% | -$22M | 0.06% | 338 |
|
|
2018
Q2 | $78.4M | Sell |
681,267
-476,876
| -41% | -$54.9M | 0.07% | 295 |
|
|
2018
Q1 | $127M | Sell |
1,158,143
-166,354
| -13% | -$18.2M | 0.12% | 214 |
|
|
2017
Q4 | $120M | Sell |
1,324,497
-137,038
| -9% | -$12.4M | 0.11% | 235 |
|
|
2017
Q3 | $118M | Buy |
1,461,535
+53,439
| +4% | +$4.32M | 0.11% | 228 |
|
|
2017
Q2 | $106M | Buy |
1,408,096
+674,307
| +92% | +$51M | 0.11% | 240 |
|
|
2017
Q1 | $49.9M | Buy |
733,789
+4,919
| +0.7% | +$334K | 0.06% | 331 |
|
|
2016
Q4 | $48.3M | Buy |
728,870
+4,783
| +0.7% | +$317K | 0.06% | 315 |
|
|
2016
Q3 | $49.1M | Buy |
724,087
+47,450
| +7% | +$3.22M | 0.06% | 294 |
|
|
2016
Q2 | $44.1M | Buy |
676,637
+21,879
| +3% | +$1.43M | 0.06% | 295 |
|
|
2016
Q1 | $38.8M | Buy |
654,758
+21,634
| +3% | +$1.28M | 0.06% | 323 |
|
|
2015
Q4 | $34M | Buy |
633,124
+53,851
| +9% | +$2.89M | 0.05% | 353 |
|
|
2015
Q3 | $32.1M | Sell |
579,273
-39,764
| -6% | -$2.2M | 0.05% | 358 |
|
|
2015
Q2 | $31M | Buy |
619,037
+212,094
| +52% | +$10.6M | 0.05% | 402 |
|
|
2015
Q1 | $22.4M | Sell |
406,943
-53,399
| -12% | -$2.94M | 0.03% | 491 |
|
|
2014
Q4 | $21.3M | Buy |
460,342
+60,238
| +15% | +$2.78M | 0.03% | 509 |
|
|
2014
Q3 | $16.7M | Buy |
400,104
+10,512
| +3% | +$438K | 0.03% | 600 |
|
|
2014
Q2 | $16.2M | Buy |
389,592
+8,461
| +2% | +$352K | 0.03% | 641 |
|
|
2014
Q1 | $14.2M | Buy |
381,131
+14,061
| +4% | +$522K | 0.03% | 691 |
|
|
2013
Q4 | $14.5M | Buy |
367,070
+82,102
| +29% | +$3.24M | 0.03% | 648 |
|
|
2013
Q3 | $9.05M | Sell |
284,968
-29,051
| -9% | -$922K | 0.02% | 871 |
|
|
2013
Q2 | $8.35M | Buy |
+314,019
| New | +$8.35M | 0.02% | 866 |
|