Principal Financial Group’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.3M | Sell |
47,708
-2,129
| -4% | -$952K | 0.01% | 809 |
|
|
2025
Q1 | $22.7M | Sell |
49,837
-329
| -0.7% | -$150K | 0.01% | 746 |
|
|
2024
Q4 | $24.1M | Buy |
50,166
+1,375
| +3% | +$660K | 0.01% | 746 |
|
|
2024
Q3 | $22.4M | Buy |
48,791
+1,443
| +3% | +$664K | 0.01% | 778 |
|
|
2024
Q2 | $19.3M | Sell |
47,348
-2,502
| -5% | -$1.02M | 0.01% | 880 |
|
|
2024
Q1 | $22.7M | Buy |
49,850
+928
| +2% | +$422K | 0.01% | 845 |
|
|
2023
Q4 | $23.3M | Buy |
48,922
+385
| +0.8% | +$184K | 0.01% | 782 |
|
|
2023
Q3 | $21.2M | Buy |
48,537
+156
| +0.3% | +$68.2K | 0.02% | 772 |
|
|
2023
Q2 | $19.4M | Sell |
48,381
-1,482
| -3% | -$594K | 0.01% | 867 |
|
|
2023
Q1 | $20.7M | Sell |
49,863
-676
| -1% | -$281K | 0.01% | 829 |
|
|
2022
Q4 | $20.3M | Sell |
50,539
-1,331
| -3% | -$534K | 0.02% | 819 |
|
|
2022
Q3 | $20.8M | Buy |
51,870
+924
| +2% | +$370K | 0.02% | 748 |
|
|
2022
Q2 | $19.6M | Sell |
50,946
-1,919
| -4% | -$738K | 0.01% | 827 |
|
|
2022
Q1 | $23M | Sell |
52,865
-1,345
| -2% | -$584K | 0.01% | 827 |
|
|
2021
Q4 | $26.3M | Sell |
54,210
-85,889
| -61% | -$41.7M | 0.02% | 761 |
|
|
2021
Q3 | $55.3M | Buy |
140,099
+4,885
| +4% | +$1.93M | 0.04% | 402 |
|
|
2021
Q2 | $45.4M | Buy |
135,214
+1,607
| +1% | +$539K | 0.03% | 485 |
|
|
2021
Q1 | $41.2M | Buy |
133,607
+17,898
| +15% | +$5.52M | 0.03% | 495 |
|
|
2020
Q4 | $38.5M | Buy |
115,709
+143
| +0.1% | +$47.5K | 0.03% | 465 |
|
|
2020
Q3 | $38.7M | Sell |
115,566
-3,968
| -3% | -$1.33M | 0.03% | 413 |
|
|
2020
Q2 | $39.3M | Buy |
119,534
+2,349
| +2% | +$772K | 0.03% | 399 |
|
|
2020
Q1 | $30.5M | Sell |
117,185
-45,842
| -28% | -$12M | 0.03% | 418 |
|
|
2019
Q4 | $43.7M | Sell |
163,027
-4,565
| -3% | -$1.22M | 0.04% | 425 |
|
|
2019
Q3 | $40.7M | Sell |
167,592
-3,292
| -2% | -$800K | 0.04% | 445 |
|
|
2019
Q2 | $49M | Buy |
170,884
+1,743
| +1% | +$499K | 0.04% | 395 |
|
|
2019
Q1 | $42M | Buy |
169,141
+1,768
| +1% | +$439K | 0.04% | 439 |
|
|
2018
Q4 | $33.5M | Sell |
167,373
-4,730
| -3% | -$947K | 0.04% | 461 |
|
|
2018
Q3 | $38.5M | Buy |
172,103
+91
| +0.1% | +$20.4K | 0.03% | 509 |
|
|
2018
Q2 | $34.1M | Buy |
172,012
+2,116
| +1% | +$419K | 0.03% | 526 |
|
|
2018
Q1 | $33.9M | Buy |
169,896
+3,810
| +2% | +$760K | 0.03% | 522 |
|
|
2017
Q4 | $32M | Sell |
166,086
-1,275
| -0.8% | -$246K | 0.03% | 567 |
|
|
2017
Q3 | $30.1M | Sell |
167,361
-261
| -0.2% | -$47K | 0.03% | 570 |
|
|
2017
Q2 | $27.9M | Buy |
167,622
+6,108
| +4% | +$1.02M | 0.03% | 598 |
|
|
2017
Q1 | $26.6M | Buy |
161,514
+2,167
| +1% | +$357K | 0.03% | 562 |
|
|
2016
Q4 | $26M | Sell |
159,347
-389,734
| -71% | -$63.7M | 0.03% | 559 |
|
|
2016
Q3 | $89M | Sell |
549,081
-91,738
| -14% | -$14.9M | 0.12% | 180 |
|
|
2016
Q2 | $103M | Buy |
640,819
+43,434
| +7% | +$7.01M | 0.14% | 165 |
|
|
2016
Q1 | $90.5M | Sell |
597,385
-35,492
| -6% | -$5.38M | 0.13% | 173 |
|
|
2015
Q4 | $103M | Sell |
632,877
-30,479
| -5% | -$4.95M | 0.15% | 169 |
|
|
2015
Q3 | $106M | Buy |
663,356
+18,518
| +3% | +$2.96M | 0.17% | 162 |
|
|
2015
Q2 | $105M | Buy |
644,838
+11,261
| +2% | +$1.83M | 0.16% | 177 |
|
|
2015
Q1 | $101M | Buy |
633,577
+10,788
| +2% | +$1.72M | 0.15% | 180 |
|
|
2014
Q4 | $87.7M | Buy |
622,789
+5,026
| +0.8% | +$707K | 0.14% | 199 |
|
|
2014
Q3 | $75.1M | Buy |
617,763
+16,631
| +3% | +$2.02M | 0.13% | 206 |
|
|
2014
Q2 | $72.3M | Buy |
601,132
+5,779
| +1% | +$695K | 0.12% | 218 |
|
|
2014
Q1 | $64.2M | Buy |
595,353
+21,237
| +4% | +$2.29M | 0.11% | 229 |
|
|
2013
Q4 | $62.3M | Buy |
574,116
+20,277
| +4% | +$2.2M | 0.12% | 228 |
|
|
2013
Q3 | $60.4M | Buy |
553,839
+24,751
| +5% | +$2.7M | 0.12% | 213 |
|
|
2013
Q2 | $53.9M | Buy |
+529,088
| New | +$53.9M | 0.12% | 220 |
|