Principal Financial Group’s Dutch Bros BROS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.89M | Sell |
100,824
-12,096
| -11% | -$827K | ﹤0.01% | 1437 |
|
|
2025
Q1 | $6.97M | Sell |
112,920
-21,643
| -16% | -$1.34M | ﹤0.01% | 1434 |
|
|
2024
Q4 | $7.05M | Buy |
134,563
+38,722
| +40% | +$2.03M | ﹤0.01% | 1459 |
|
|
2024
Q3 | $3.07M | Sell |
95,841
-656,641
| -87% | -$21M | ﹤0.01% | 1693 |
|
|
2024
Q2 | $31.2M | Buy |
752,482
+740,524
| +6,193% | +$30.7M | 0.02% | 627 |
|
|
2024
Q1 | $395K | Buy |
+11,958
| New | +$395K | ﹤0.01% | 2034 |
|