Principal Financial Group’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.93M | Buy |
121,221
+649
| +0.5% | +$26.4K | ﹤0.01% | 1581 |
|
|
2025
Q1 | $4.94M | Buy |
120,572
+423
| +0.4% | +$17.3K | ﹤0.01% | 1577 |
|
|
2024
Q4 | $6.92M | Sell |
120,149
-1,211
| -1% | -$69.8K | ﹤0.01% | 1472 |
|
|
2024
Q3 | $10.1M | Sell |
121,360
-55,404
| -31% | -$4.61M | 0.01% | 1269 |
|
|
2024
Q2 | $13.8M | Sell |
176,764
-23,253
| -12% | -$1.82M | 0.01% | 1094 |
|
|
2024
Q1 | $20M | Buy |
200,017
+4,752
| +2% | +$476K | 0.01% | 920 |
|
|
2023
Q4 | $18.5M | Sell |
195,265
-1,611
| -0.8% | -$153K | 0.01% | 927 |
|
|
2023
Q3 | $20.5M | Sell |
196,876
-4,233
| -2% | -$441K | 0.01% | 785 |
|
|
2023
Q2 | $24.3M | Sell |
201,109
-14,861
| -7% | -$1.8M | 0.02% | 727 |
|
|
2023
Q1 | $23.9M | Buy |
215,970
+878
| +0.4% | +$97.1K | 0.02% | 737 |
|
|
2022
Q4 | $21.7M | Sell |
215,092
-3,388
| -2% | -$342K | 0.02% | 770 |
|
|
2022
Q3 | $20.9M | Sell |
218,480
-3,120
| -1% | -$298K | 0.02% | 744 |
|
|
2022
Q2 | $22M | Buy |
221,600
+27,532
| +14% | +$2.73M | 0.02% | 752 |
|
|
2022
Q1 | $20.4M | Sell |
194,068
-7,125
| -4% | -$750K | 0.01% | 882 |
|
|
2021
Q4 | $22.1M | Sell |
201,193
-212
| -0.1% | -$23.3K | 0.01% | 887 |
|
|
2021
Q3 | $24.1M | Sell |
201,405
-3,170
| -2% | -$379K | 0.02% | 801 |
|
|
2021
Q2 | $28M | Buy |
204,575
+1,560
| +0.8% | +$214K | 0.02% | 710 |
|
|
2021
Q1 | $27.1M | Buy |
203,015
+30,883
| +18% | +$4.12M | 0.02% | 705 |
|
|
2020
Q4 | $16.4M | Buy |
172,132
+413
| +0.2% | +$39.4K | 0.01% | 918 |
|
|
2020
Q3 | $16.2M | Sell |
171,719
-6,184
| -3% | -$583K | 0.01% | 781 |
|
|
2020
Q2 | $16.5M | Sell |
177,903
-74
| -0% | -$6.85K | 0.01% | 755 |
|
|
2020
Q1 | $8.57M | Sell |
177,977
-73,842
| -29% | -$3.56M | 0.01% | 999 |
|
|
2019
Q4 | $25.6M | Buy |
251,819
+446
| +0.2% | +$45.4K | 0.02% | 635 |
|
|
2019
Q3 | $22.1M | Sell |
251,373
-5,024
| -2% | -$442K | 0.02% | 686 |
|
|
2019
Q2 | $23.4M | Buy |
256,397
+1,206
| +0.5% | +$110K | 0.02% | 666 |
|
|
2019
Q1 | $21.5M | Sell |
255,191
-1,475
| -0.6% | -$125K | 0.02% | 717 |
|
|
2018
Q4 | $19.7M | Sell |
256,666
-7,290
| -3% | -$559K | 0.02% | 709 |
|
|
2018
Q3 | $26.6M | Buy |
263,956
+3,575
| +1% | +$361K | 0.02% | 671 |
|
|
2018
Q2 | $31.8M | Buy |
260,381
+3,414
| +1% | +$417K | 0.03% | 554 |
|
|
2018
Q1 | $29.4M | Buy |
256,967
+5,496
| +2% | +$629K | 0.03% | 582 |
|
|
2017
Q4 | $31.2M | Buy |
251,471
+824
| +0.3% | +$102K | 0.03% | 575 |
|
|
2017
Q3 | $26.2M | Buy |
250,647
+5,894
| +2% | +$617K | 0.03% | 630 |
|
|
2017
Q2 | $22.6M | Buy |
244,753
+9,997
| +4% | +$922K | 0.02% | 705 |
|
|
2017
Q1 | $19.7M | Buy |
234,756
+7,311
| +3% | +$613K | 0.02% | 724 |
|
|
2016
Q4 | $18.7M | Sell |
227,445
-9,794
| -4% | -$807K | 0.02% | 735 |
|
|
2016
Q3 | $18.4M | Buy |
237,239
+5,694
| +2% | +$441K | 0.02% | 709 |
|
|
2016
Q2 | $18.9M | Buy |
231,545
+28,924
| +14% | +$2.36M | 0.03% | 643 |
|
|
2016
Q1 | $20M | Buy |
202,621
+6,233
| +3% | +$614K | 0.03% | 588 |
|
|
2015
Q4 | $16.9M | Buy |
196,388
+2,652
| +1% | +$228K | 0.03% | 642 |
|
|
2015
Q3 | $23.2M | Buy |
193,736
+4,183
| +2% | +$501K | 0.04% | 481 |
|
|
2015
Q2 | $28.1M | Buy |
189,553
+8,770
| +5% | +$1.3M | 0.04% | 433 |
|
|
2015
Q1 | $25.5M | Buy |
180,783
+2,778
| +2% | +$392K | 0.04% | 445 |
|
|
2014
Q4 | $26.9M | Buy |
178,005
+787
| +0.4% | +$119K | 0.04% | 427 |
|
|
2014
Q3 | $26.5M | Sell |
177,218
-1,796
| -1% | -$269K | 0.05% | 400 |
|
|
2014
Q2 | $23.3M | Buy |
179,014
+1,640
| +0.9% | +$214K | 0.04% | 447 |
|
|
2014
Q1 | $24.8M | Buy |
177,374
+6,310
| +4% | +$882K | 0.04% | 420 |
|
|
2013
Q4 | $24.9M | Buy |
171,064
+6,468
| +4% | +$942K | 0.05% | 419 |
|
|
2013
Q3 | $21.3M | Buy |
164,596
+1,170
| +0.7% | +$151K | 0.04% | 428 |
|
|
2013
Q2 | $15.5M | Buy |
+163,426
| New | +$15.5M | 0.03% | 533 |
|