Principal Financial Group’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.7M | Sell |
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|
2025
Q1 | $22.9M | Sell |
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|
2024
Q4 | $26.5M | Sell |
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|
2024
Q3 | $27.1M | Sell |
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|
2024
Q2 | $32.5M | Sell |
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|
2024
Q1 | $57.9M | Sell |
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|
2023
Q4 | $53.8M | Sell |
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|
2023
Q3 | $48.3M | Buy |
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|
2023
Q2 | $22.9M | Sell |
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|
2023
Q1 | $32.6M | Sell |
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|
2022
Q4 | $39.1M | Sell |
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|
2022
Q3 | $43.5M | Sell |
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|
2022
Q2 | $52.2M | Buy |
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|
2022
Q1 | $34.2M | Buy |
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|
2021
Q4 | $36.8M | Sell |
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|
2021
Q3 | $32.6M | Buy |
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|
2021
Q2 | $27.8M | Sell |
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|
2021
Q1 | $37.3M | Buy |
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|
2020
Q4 | $33.1M | Sell |
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|
2020
Q3 | $24.8M | Buy |
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|
2020
Q2 | $17.9M | Buy |
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|
2020
Q1 | $7.48M | Buy |
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|
2019
Q4 | $4.34M | Buy |
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|
2019
Q3 | $331K | Sell |
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|
2019
Q2 | $363K | Buy |
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|
2019
Q1 | $299K | Buy |
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|
2018
Q4 | $233K | Sell |
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|
2018
Q3 | $368K | Sell |
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|
2018
Q2 | $378K | Sell |
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|
2018
Q1 | $353K | Buy |
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|
2017
Q4 | $304K | Buy |
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|
2017
Q3 | $219K | Buy |
|
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $261K | Sell |
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|
2016
Q4 | $265K | Sell |
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|
2016
Q3 | $362K | Sell |
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|
2016
Q2 | $402K | Buy |
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|
2016
Q1 | $371K | Sell |
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|
2015
Q4 | $365K | Sell |
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|
2015
Q3 | $405K | Sell |
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|
2015
Q2 | $453K | Buy |
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|
2015
Q1 | $415K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $643K | Buy |
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|
2013
Q3 | $279K | Buy |
|