Principal Financial Group’s JBG SMITH JBGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.2M | Buy |
287,687
+5,600
| +2% | +$89.3K | ﹤0.01% | 1676 |
|
|
2025
Q4 | $4.8M | Sell |
282,087
-16,005
| -5% | -$302K | ﹤0.01% | 1632 |
|
|
2025
Q3 | $6.63M | Sell |
298,092
-64,191
| -18% | -$1.32M | ﹤0.01% | 1483 |
|
|
2025
Q2 | $6.27M | Sell |
362,283
-58,242
| -14% | -$948K | ﹤0.01% | 1479 |
|
|
2025
Q1 | $6.77M | Buy |
420,525
+11,005
| +3% | +$167K | ﹤0.01% | 1450 |
|
|
2024
Q4 | $6.29M | Buy |
409,520
+1,892
| +0.5% | +$31.7K | ﹤0.01% | 1515 |
|
|
2024
Q3 | $7.13M | Sell |
407,628
-5,414
| -1% | -$91.8K | ﹤0.01% | 1434 |
|
|
2024
Q2 | $6.29M | Sell |
413,042
-39,850
| -9% | -$590K | ﹤0.01% | 1478 |
|
|
2024
Q1 | $7.27M | Sell |
452,892
-2,806
| -0.6% | -$46.8K | ﹤0.01% | 1445 |
|
|
2023
Q4 | $7.75M | Sell |
455,698
-53,699
| -11% | -$782K | ﹤0.01% | 1410 |
|
|
2023
Q3 | $7.37M | Sell |
509,397
-42,937
| -8% | -$665K | 0.01% | 1378 |
|
|
2023
Q2 | $8.31M | Sell |
552,334
-44,661
| -7% | -$651K | 0.01% | 1339 |
|
|
2023
Q1 | $8.99M | Buy |
596,995
+207,982
| +53% | +$3.69M | 0.01% | 1316 |
|
|
2022
Q4 | $7.38M | Buy |
389,013
+112
| +0% | +$2.16K | 0.01% | 1392 |
|
|
2022
Q3 | $7.23M | Sell |
388,901
-40,010
| -9% | -$917K | 0.01% | 1345 |
|
|
2022
Q2 | $10.1M | Buy |
428,911
+39,908
| +10% | +$1.03M | 0.01% | 1244 |
|
|
2022
Q1 | $11.4M | Buy |
389,003
+465
| +0.1% | +$13.1K | 0.01% | 1295 |
|
|
2021
Q4 | $11.2M | Sell |
388,538
-13,362
| -3% | -$391K | 0.01% | 1332 |
|
|
2021
Q3 | $11.9M | Buy |
401,900
+16,663
| +4% | +$514K | 0.01% | 1308 |
|
|
2021
Q2 | $12.1M | Buy |
385,237
+4,382
| +1% | +$143K | 0.01% | 1328 |
|
|
2021
Q1 | $12.1M | Buy |
380,855
+50,707
| +15% | +$1.61M | 0.01% | 1290 |
|
|
2020
Q4 | $10.3M | Sell |
330,148
-3,847
| -1% | -$111K | 0.01% | 1208 |
|
|
2020
Q3 | $8.93M | Sell |
333,995
-27,858
| -8% | -$782K | 0.01% | 1140 |
|
|
2020
Q2 | $10.7M | Buy |
361,853
+13,000
| +4% | +$403K | 0.01% | 1023 |
|
|
2020
Q1 | $11.1M | Sell |
348,853
-162,776
| -32% | -$6.12M | 0.01% | 847 |
|
|
2019
Q4 | $20.4M | Sell |
511,629
-1,280
| -0.2% | -$50.6K | 0.02% | 785 |
|
|
2019
Q3 | $20.1M | Sell |
512,909
-20,504
| -4% | -$800K | 0.02% | 758 |
|
|
2019
Q2 | $21M | Buy |
533,413
+46,343
| +10% | +$1.91M | 0.02% | 728 |
|
|
2019
Q1 | $20.1M | Buy |
487,070
+10,072
| +2% | +$395K | 0.02% | 773 |
|
|
2018
Q4 | $16.6M | Sell |
476,998
-2,074
| -0.4% | -$78K | 0.02% | 826 |
|
|
2018
Q3 | $17.6M | Buy |
479,072
+70,264
| +17% | +$2.59M | 0.02% | 941 |
|
|
2018
Q2 | $14.9M | Buy |
408,808
+5,003
| +1% | +$181K | 0.01% | 1031 |
|
|
2018
Q1 | $13.6M | Buy |
403,805
+19,338
| +5% | +$641K | 0.01% | 1058 |
|
|
2017
Q4 | $13.4M | Sell |
384,467
-11,885
| -3% | -$392K | 0.01% | 1085 |
|
|
2017
Q3 | $13.6M | Buy |
+396,352
| New | +$13.4M | 0.01% | 1043 |
|
Other funds holding JBGS
VPM
LPC
VCM
PMG