Principal Financial Group’s Safe Bulkers SB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-73,107
| Closed | -$270K | – | 2303 |
|
|
2025
Q1 | $270K | Buy |
73,107
+2,120
| +3% | +$7.82K | ﹤0.01% | 2011 |
|
|
2024
Q4 | $253K | Buy |
70,987
+6,534
| +10% | +$23.3K | ﹤0.01% | 2068 |
|
|
2024
Q3 | $334K | Sell |
64,453
-292
| -0.5% | -$1.51K | ﹤0.01% | 2013 |
|
|
2024
Q2 | $377K | Buy |
64,745
+6,056
| +10% | +$35.2K | ﹤0.01% | 2018 |
|
|
2024
Q1 | $291K | Buy |
58,689
+4,353
| +8% | +$21.6K | ﹤0.01% | 2093 |
|
|
2023
Q4 | $214K | Buy |
54,336
+11,016
| +25% | +$43.3K | ﹤0.01% | 2154 |
|
|
2023
Q3 | $140K | Buy |
43,320
+14,001
| +48% | +$45.4K | ﹤0.01% | 2220 |
|
|
2023
Q2 | $95.6K | Sell |
29,319
-14,873
| -34% | -$48.5K | ﹤0.01% | 2298 |
|
|
2023
Q1 | $163K | Sell |
44,192
-5,606
| -11% | -$20.7K | ﹤0.01% | 2220 |
|
|
2022
Q4 | $145K | Buy |
+49,798
| New | +$145K | ﹤0.01% | 2245 |
|
|
2014
Q4 | – | Sell |
-12,754
| Closed | -$85K | – | 2208 |
|
|
2014
Q3 | $85K | Hold |
12,754
| – | – | ﹤0.01% | 2155 |
|
|
2014
Q2 | $124K | Buy |
+12,754
| New | +$124K | ﹤0.01% | 2181 |
|