Principal Financial Group’s Lifestance Health LFST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.6M	Sell	3,077,655 -137,665	-4%	-$958K	0.01%	940
2025 Q4	$22.6M	Buy	3,215,320 +148,949	+5%	+$899K	0.01%	817
2025 Q3	$16.9M	Sell	3,066,371 -349,653	-10%	-$1.71M	0.01%	967
2025 Q2	$17.7M	Sell	3,416,024 -168,826	-5%	-$1.01M	0.01%	905
2025 Q1	$23.9M	Sell	3,584,850 -203,856	-5%	-$1.55M	0.01%	720
2024 Q4	$27.9M	Sell	3,788,706 -328,060	-8%	-$2.35M	0.02%	681
2024 Q3	$28.8M	Buy	4,116,766 +235,316	+6%	+$1.41M	0.02%	656
2024 Q2	$19.1M	Sell	3,881,450 -79,501	-2%	-$479K	0.01%	889
2024 Q1	$24.4M	Sell	3,960,951 -45,393	-1%	-$306K	0.01%	790
2023 Q4	$31.4M	Buy	4,006,344 +110,457	+3%	+$712K	0.02%	615
2023 Q3	$26.8M	Buy	3,895,887 +168,091	+5%	+$1.36M	0.02%	643
2023 Q2	$34M	Buy	3,727,796 +24,796	+0.7%	+$206K	0.02%	565
2023 Q1	$27.5M	Sell	3,703,000 -9,471	-0.3%	-$52.5K	0.02%	658
2022 Q4	$18.3M	Sell	3,712,471 -143,819	-4%	-$889K	0.01%	878
2022 Q3	$25.5M	Buy	3,856,290 +488,665	+15%	+$3.41M	0.02%	622
2022 Q2	$18.7M	Buy	3,367,625 +868,946	+35%	+$6.65M	0.01%	863
2022 Q1	$25.3M	Buy	2,498,679 +170,079	+7%	+$1.49M	0.02%	765
2021 Q4	$22.2M	Buy	2,328,600 +78,839	+4%	+$836K	0.01%	884
2021 Q3	$32.6M	Buy	2,249,761 +39,594	+2%	+$762K	0.02%	607
2021 Q2	$61.6M	Buy	+2,210,167	New	+$58.4M	0.04%	380