Principal Financial Group’s CTO Realty Growth CTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,998
| Closed | -$309K | – | 2243 |
|
|
2025
Q1 | $309K | Buy |
15,998
+859
| +6% | +$16.6K | ﹤0.01% | 1989 |
|
|
2024
Q4 | $298K | Buy |
15,139
+1,821
| +14% | +$35.9K | ﹤0.01% | 2037 |
|
|
2024
Q3 | $253K | Buy |
+13,318
| New | +$253K | ﹤0.01% | 2062 |
|
|
2022
Q3 | – | Sell |
-13,875
| Closed | -$282K | – | 2512 |
|
|
2022
Q2 | $282K | Sell |
13,875
-1,035
| -7% | -$21K | ﹤0.01% | 2199 |
|
|
2022
Q1 | $330K | Sell |
14,910
-7,875
| -35% | -$174K | ﹤0.01% | 2214 |
|
|
2021
Q4 | $466K | Sell |
22,785
-14,166
| -38% | -$290K | ﹤0.01% | 2144 |
|
|
2021
Q3 | $662K | Sell |
36,951
-270
| -0.7% | -$4.84K | ﹤0.01% | 2095 |
|
|
2021
Q2 | $664K | Buy |
+37,221
| New | +$664K | ﹤0.01% | 2142 |
|