Principal Financial Group’s Forrester Research FORR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-60,057
| Closed | -$1.61M | – | 2450 |
|
|
2023
Q4 | $1.61M | Sell |
60,057
-1,677
| -3% | -$45K | ﹤0.01% | 1789 |
|
|
2023
Q3 | $1.78M | Sell |
61,734
-2,891
| -4% | -$83.6K | ﹤0.01% | 1777 |
|
|
2023
Q2 | $1.88M | Sell |
64,625
-3,301
| -5% | -$96K | ﹤0.01% | 1774 |
|
|
2023
Q1 | $2.2M | Sell |
67,926
-1,563
| -2% | -$50.6K | ﹤0.01% | 1746 |
|
|
2022
Q4 | $2.48M | Sell |
69,489
-2,106
| -3% | -$75.3K | ﹤0.01% | 1726 |
|
|
2022
Q3 | $2.58M | Sell |
71,595
-2,666
| -4% | -$96K | ﹤0.01% | 1674 |
|
|
2022
Q2 | $3.55M | Buy |
74,261
+633
| +0.9% | +$30.3K | ﹤0.01% | 1664 |
|
|
2022
Q1 | $4.15M | Sell |
73,628
-565
| -0.8% | -$31.9K | ﹤0.01% | 1719 |
|
|
2021
Q4 | $4.36M | Sell |
74,193
-1,702
| -2% | -$100K | ﹤0.01% | 1716 |
|
|
2021
Q3 | $3.74M | Sell |
75,895
-934
| -1% | -$46K | ﹤0.01% | 1766 |
|
|
2021
Q2 | $3.52M | Buy |
76,829
+1,229
| +2% | +$56.3K | ﹤0.01% | 1800 |
|
|
2021
Q1 | $3.21M | Sell |
75,600
-63
| -0.1% | -$2.68K | ﹤0.01% | 1772 |
|
|
2020
Q4 | $3.17M | Sell |
75,663
-9,111
| -11% | -$382K | ﹤0.01% | 1692 |
|
|
2020
Q3 | $2.78M | Buy |
84,774
+1,496
| +2% | +$49.1K | ﹤0.01% | 1656 |
|
|
2020
Q2 | $2.67M | Sell |
83,278
-2,876
| -3% | -$92.1K | ﹤0.01% | 1632 |
|
|
2020
Q1 | $2.52M | Sell |
86,154
-3,310
| -4% | -$96.7K | ﹤0.01% | 1534 |
|
|
2019
Q4 | $3.73M | Buy |
89,464
+365
| +0.4% | +$15.2K | ﹤0.01% | 1606 |
|
|
2019
Q3 | $2.86M | Buy |
89,099
+1,072
| +1% | +$34.5K | ﹤0.01% | 1659 |
|
|
2019
Q2 | $4.14M | Buy |
88,027
+2,289
| +3% | +$108K | ﹤0.01% | 1581 |
|
|
2019
Q1 | $4.15M | Sell |
85,738
-863
| -1% | -$41.7K | ﹤0.01% | 1607 |
|
|
2018
Q4 | $3.87M | Buy |
86,601
+1,070
| +1% | +$47.8K | ﹤0.01% | 1587 |
|
|
2018
Q3 | $3.93M | Buy |
85,531
+4,719
| +6% | +$217K | ﹤0.01% | 1662 |
|
|
2018
Q2 | $3.39M | Buy |
80,812
+66
| +0.1% | +$2.77K | ﹤0.01% | 1683 |
|
|
2018
Q1 | $3.35M | Buy |
80,746
+2,112
| +3% | +$87.5K | ﹤0.01% | 1663 |
|
|
2017
Q4 | $3.48M | Buy |
78,634
+2,726
| +4% | +$121K | ﹤0.01% | 1663 |
|
|
2017
Q3 | $3.18M | Sell |
75,908
-649
| -0.8% | -$27.2K | ﹤0.01% | 1672 |
|
|
2017
Q2 | $3M | Sell |
76,557
-2,620
| -3% | -$103K | ﹤0.01% | 1690 |
|
|
2017
Q1 | $3.15M | Buy |
79,177
+2,678
| +4% | +$106K | ﹤0.01% | 1656 |
|
|
2016
Q4 | $3.29M | Buy |
76,499
+3,675
| +5% | +$158K | ﹤0.01% | 1637 |
|
|
2016
Q3 | $2.83M | Buy |
72,824
+2,063
| +3% | +$80.3K | ﹤0.01% | 1623 |
|
|
2016
Q2 | $2.61M | Buy |
70,761
+2,717
| +4% | +$100K | ﹤0.01% | 1612 |
|
|
2016
Q1 | $2.29M | Buy |
68,044
+2,649
| +4% | +$89K | ﹤0.01% | 1596 |
|
|
2015
Q4 | $1.86M | Buy |
65,395
+2,251
| +4% | +$64.1K | ﹤0.01% | 1666 |
|
|
2015
Q3 | $1.99M | Sell |
63,144
-2,746
| -4% | -$86.3K | ﹤0.01% | 1648 |
|
|
2015
Q2 | $2.37M | Sell |
65,890
-1,215
| -2% | -$43.8K | ﹤0.01% | 1649 |
|
|
2015
Q1 | $2.47M | Buy |
67,105
+940
| +1% | +$34.6K | ﹤0.01% | 1610 |
|
|
2014
Q4 | $2.6M | Buy |
66,165
+304
| +0.5% | +$12K | ﹤0.01% | 1625 |
|
|
2014
Q3 | $2.43M | Sell |
65,861
-7,463
| -10% | -$275K | ﹤0.01% | 1616 |
|
|
2014
Q2 | $2.78M | Sell |
73,324
-9,503
| -11% | -$360K | ﹤0.01% | 1624 |
|
|
2014
Q1 | $2.97M | Buy |
82,827
+2,803
| +4% | +$100K | 0.01% | 1581 |
|
|
2013
Q4 | $3.06M | Buy |
80,024
+3,032
| +4% | +$116K | 0.01% | 1572 |
|
|
2013
Q3 | $2.83M | Sell |
76,992
-1,100
| -1% | -$40.4K | 0.01% | 1553 |
|
|
2013
Q2 | $2.87M | Buy |
+78,092
| New | +$2.87M | 0.01% | 1483 |
|