Principal Financial Group’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.3M | Sell |
831,631
-58,397
| -7% | -$6.06M | 0.05% | 316 |
|
|
2025
Q1 | $83.9M | Sell |
890,028
-37,805
| -4% | -$3.56M | 0.05% | 312 |
|
|
2024
Q4 | $98.4M | Sell |
927,833
-78,741
| -8% | -$8.35M | 0.05% | 286 |
|
|
2024
Q3 | $94.5M | Sell |
1,006,574
-28,475
| -3% | -$2.67M | 0.05% | 302 |
|
|
2024
Q2 | $87.1M | Sell |
1,035,049
-297,209
| -22% | -$25M | 0.05% | 292 |
|
|
2024
Q1 | $104M | Buy |
1,332,258
+151,046
| +13% | +$11.8M | 0.06% | 270 |
|
|
2023
Q4 | $81.7M | Sell |
1,181,212
-2,509
| -0.2% | -$173K | 0.05% | 297 |
|
|
2023
Q3 | $72.7M | Buy |
1,183,721
+518,163
| +78% | +$31.8M | 0.05% | 303 |
|
|
2023
Q2 | $39.7M | Sell |
665,558
-18,427
| -3% | -$1.1M | 0.03% | 506 |
|
|
2023
Q1 | $40.4M | Sell |
683,985
-5,101
| -0.7% | -$301K | 0.03% | 500 |
|
|
2022
Q4 | $40.2M | Buy |
689,086
+27,680
| +4% | +$1.62M | 0.03% | 475 |
|
|
2022
Q3 | $34.3M | Sell |
661,406
-96,179
| -13% | -$4.99M | 0.03% | 506 |
|
|
2022
Q2 | $42.4M | Buy |
757,585
+64,475
| +9% | +$3.61M | 0.03% | 470 |
|
|
2022
Q1 | $47.1M | Buy |
693,110
+1,417
| +0.2% | +$96.2K | 0.03% | 473 |
|
|
2021
Q4 | $48.7M | Sell |
691,693
-105,268
| -13% | -$7.41M | 0.03% | 468 |
|
|
2021
Q3 | $54.2M | Sell |
796,961
-18,080
| -2% | -$1.23M | 0.04% | 408 |
|
|
2021
Q2 | $52.9M | Buy |
815,041
+18,244
| +2% | +$1.18M | 0.03% | 419 |
|
|
2021
Q1 | $51M | Sell |
796,797
-343,214
| -30% | -$22M | 0.04% | 407 |
|
|
2020
Q4 | $57.5M | Sell |
1,140,011
-8,748
| -0.8% | -$441K | 0.04% | 351 |
|
|
2020
Q3 | $38.7M | Sell |
1,148,759
-16,825
| -1% | -$567K | 0.03% | 412 |
|
|
2020
Q2 | $36.9M | Buy |
1,165,584
+243,666
| +26% | +$7.7M | 0.03% | 429 |
|
|
2020
Q1 | $25.4M | Sell |
921,918
-187,493
| -17% | -$5.16M | 0.03% | 469 |
|
|
2019
Q4 | $44.9M | Sell |
1,109,411
-6,679
| -0.6% | -$270K | 0.04% | 415 |
|
|
2019
Q3 | $42.7M | Sell |
1,116,090
-21,672
| -2% | -$829K | 0.04% | 431 |
|
|
2019
Q2 | $44.8M | Buy |
1,137,762
+180,940
| +19% | +$7.12M | 0.04% | 416 |
|
|
2019
Q1 | $33.7M | Buy |
956,822
+476,858
| +99% | +$16.8M | 0.03% | 502 |
|
|
2018
Q4 | $13.3M | Sell |
479,964
-1,263
| -0.3% | -$34.9K | 0.01% | 980 |
|
|
2018
Q3 | $16.4M | Buy |
481,227
+1,821
| +0.4% | +$62.2K | 0.01% | 992 |
|
|
2018
Q2 | $16.7M | Buy |
479,406
+5,443
| +1% | +$190K | 0.02% | 939 |
|
|
2018
Q1 | $18.7M | Buy |
473,963
+33,006
| +7% | +$1.3M | 0.02% | 830 |
|
|
2017
Q4 | $17.5M | Buy |
440,957
+8,067
| +2% | +$320K | 0.02% | 913 |
|
|
2017
Q3 | $15.4M | Buy |
432,890
+786
| +0.2% | +$28K | 0.02% | 974 |
|
|
2017
Q2 | $13.2M | Buy |
432,104
+10,652
| +3% | +$327K | 0.01% | 1047 |
|
|
2017
Q1 | $14.1M | Buy |
421,452
+29,098
| +7% | +$974K | 0.02% | 970 |
|
|
2016
Q4 | $13.1M | Buy |
392,354
+6,540
| +2% | +$218K | 0.02% | 1001 |
|
|
2016
Q3 | $9.89M | Buy |
385,814
+14,061
| +4% | +$360K | 0.01% | 1129 |
|
|
2016
Q2 | $7.8M | Buy |
371,753
+27,714
| +8% | +$581K | 0.01% | 1213 |
|
|
2016
Q1 | $6.79M | Buy |
344,039
+16,967
| +5% | +$335K | 0.01% | 1230 |
|
|
2015
Q4 | $9.24M | Buy |
327,072
+3,489
| +1% | +$98.5K | 0.01% | 1009 |
|
|
2015
Q3 | $9.08M | Buy |
323,583
+19,771
| +7% | +$555K | 0.01% | 983 |
|
|
2015
Q2 | $11.7M | Buy |
303,812
+11,438
| +4% | +$440K | 0.02% | 896 |
|
|
2015
Q1 | $10.9M | Sell |
292,374
-323,904
| -53% | -$12M | 0.02% | 915 |
|
|
2014
Q4 | $21M | Buy |
616,278
+1,716
| +0.3% | +$58.4K | 0.03% | 517 |
|
|
2014
Q3 | $19.2M | Buy |
614,562
+37,077
| +6% | +$1.16M | 0.03% | 530 |
|
|
2014
Q2 | $18.2M | Sell |
577,485
-81
| -0% | -$2.56K | 0.03% | 570 |
|
|
2014
Q1 | $19.2M | Buy |
577,566
+34,768
| +6% | +$1.15M | 0.03% | 527 |
|
|
2013
Q4 | $17.3M | Buy |
542,798
+30,909
| +6% | +$987K | 0.03% | 570 |
|
|
2013
Q3 | $14.1M | Buy |
511,889
+15,357
| +3% | +$422K | 0.03% | 621 |
|
|
2013
Q2 | $11.8M | Buy |
+496,532
| New | +$11.8M | 0.03% | 672 |
|