Principal Financial Group’s Elme Communities ELME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.95M | Buy |
500,158
+61,775
| +14% | +$982K | ﹤0.01% | 1372 |
|
|
2025
Q1 | $7.63M | Buy |
438,383
+11,581
| +3% | +$202K | ﹤0.01% | 1398 |
|
|
2024
Q4 | $6.52M | Buy |
426,802
+11,930
| +3% | +$182K | ﹤0.01% | 1501 |
|
|
2024
Q3 | $7.3M | Sell |
414,872
-19,232
| -4% | -$338K | ﹤0.01% | 1426 |
|
|
2024
Q2 | $6.92M | Sell |
434,104
-21,986
| -5% | -$350K | ﹤0.01% | 1443 |
|
|
2024
Q1 | $6.35M | Sell |
456,090
-1,791
| -0.4% | -$24.9K | ﹤0.01% | 1494 |
|
|
2023
Q4 | $6.69M | Sell |
457,881
-15,402
| -3% | -$225K | ﹤0.01% | 1458 |
|
|
2023
Q3 | $6.46M | Sell |
473,283
-25,049
| -5% | -$342K | ﹤0.01% | 1433 |
|
|
2023
Q2 | $8.19M | Sell |
498,332
-29,994
| -6% | -$493K | 0.01% | 1346 |
|
|
2023
Q1 | $9.44M | Sell |
528,326
-6,015
| -1% | -$107K | 0.01% | 1286 |
|
|
2022
Q4 | $9.51M | Sell |
534,341
-4,202
| -0.8% | -$74.8K | 0.01% | 1261 |
|
|
2022
Q3 | $9.46M | Sell |
538,543
-1,311
| -0.2% | -$23K | 0.01% | 1219 |
|
|
2022
Q2 | $11.5M | Sell |
539,854
-19,120
| -3% | -$407K | 0.01% | 1177 |
|
|
2022
Q1 | $14.3M | Sell |
558,974
-4,567
| -0.8% | -$116K | 0.01% | 1159 |
|
|
2021
Q4 | $14.6M | Sell |
563,541
-13,234
| -2% | -$342K | 0.01% | 1172 |
|
|
2021
Q3 | $14.3M | Sell |
576,775
-17,898
| -3% | -$443K | 0.01% | 1195 |
|
|
2021
Q2 | $13.7M | Buy |
594,673
+13,497
| +2% | +$310K | 0.01% | 1252 |
|
|
2021
Q1 | $12.8M | Buy |
581,176
+14,524
| +3% | +$321K | 0.01% | 1248 |
|
|
2020
Q4 | $12.3M | Sell |
566,652
-22,364
| -4% | -$484K | 0.01% | 1106 |
|
|
2020
Q3 | $11.9M | Sell |
589,016
-35,217
| -6% | -$709K | 0.01% | 963 |
|
|
2020
Q2 | $13.9M | Buy |
624,233
+12,774
| +2% | +$284K | 0.01% | 848 |
|
|
2020
Q1 | $14.6M | Sell |
611,459
-25,287
| -4% | -$604K | 0.02% | 686 |
|
|
2019
Q4 | $18.6M | Buy |
636,746
+5,099
| +0.8% | +$149K | 0.02% | 858 |
|
|
2019
Q3 | $17.3M | Sell |
631,647
-10,240
| -2% | -$280K | 0.02% | 869 |
|
|
2019
Q2 | $17.2M | Sell |
641,887
-451
| -0.1% | -$12.1K | 0.02% | 878 |
|
|
2019
Q1 | $18.2M | Buy |
+642,338
| New | +$18.2M | 0.02% | 846 |
|
|
2018
Q4 | – | Sell |
-7,251
| Closed | -$222K | – | 2261 |
|
|
2018
Q3 | $222K | Sell |
7,251
-832
| -10% | -$25.5K | ﹤0.01% | 2146 |
|
|
2018
Q2 | $245K | Sell |
8,083
-187
| -2% | -$5.67K | ﹤0.01% | 2120 |
|
|
2018
Q1 | $226K | Sell |
8,270
-276
| -3% | -$7.54K | ﹤0.01% | 2080 |
|
|
2017
Q4 | $266K | Sell |
8,546
-4,248
| -33% | -$132K | ﹤0.01% | 2071 |
|
|
2017
Q3 | $419K | Sell |
12,794
-2,770
| -18% | -$90.7K | ﹤0.01% | 1952 |
|
|
2017
Q2 | $496K | Buy |
15,564
+3,344
| +27% | +$107K | ﹤0.01% | 1949 |
|
|
2017
Q1 | $382K | Sell |
12,220
-1,658
| -12% | -$51.8K | ﹤0.01% | 1964 |
|
|
2016
Q4 | $454K | Sell |
13,878
-2,548
| -16% | -$83.4K | ﹤0.01% | 1937 |
|
|
2016
Q3 | $511K | Buy |
16,426
+105
| +0.6% | +$3.27K | ﹤0.01% | 1855 |
|
|
2016
Q2 | $513K | Buy |
16,321
+1,904
| +13% | +$59.8K | ﹤0.01% | 1854 |
|
|
2016
Q1 | $421K | Buy |
14,417
+627
| +5% | +$18.3K | ﹤0.01% | 1867 |
|
|
2015
Q4 | $373K | Buy |
13,790
+4,617
| +50% | +$125K | ﹤0.01% | 1908 |
|
|
2015
Q3 | $229K | Sell |
9,173
-3,559
| -28% | -$88.8K | ﹤0.01% | 2001 |
|
|
2015
Q2 | $330K | Sell |
12,732
-1,182
| -8% | -$30.6K | ﹤0.01% | 1931 |
|
|
2015
Q1 | $384K | Buy |
13,914
+735
| +6% | +$20.3K | ﹤0.01% | 1870 |
|
|
2014
Q4 | $365K | Buy |
13,179
+454
| +4% | +$12.6K | ﹤0.01% | 1903 |
|
|
2014
Q3 | $323K | Hold |
12,725
| – | – | ﹤0.01% | 1903 |
|
|
2014
Q2 | $331K | Sell |
12,725
-7,936
| -38% | -$206K | ﹤0.01% | 1935 |
|
|
2014
Q1 | $493K | Sell |
20,661
-2,455
| -11% | -$58.6K | ﹤0.01% | 1868 |
|
|
2013
Q4 | $540K | Buy |
23,116
+2,265
| +11% | +$52.9K | ﹤0.01% | 1866 |
|
|
2013
Q3 | $527K | Buy |
20,851
+1,821
| +10% | +$46K | ﹤0.01% | 1844 |
|
|
2013
Q2 | $512K | Buy |
+19,030
| New | +$512K | ﹤0.01% | 1834 |
|