Principal Financial Group’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $79.5M | Sell |
1,075,067
-10,815
| -1% | -$859K | 0.04% | 351 |
|
|
2025
Q4 | $90.6M | Sell |
1,085,882
-18,157
| -2% | -$1.45M | 0.05% | 299 |
|
|
2025
Q3 | $83.5M | Sell |
1,104,039
-143,408
| -11% | -$10.7M | 0.04% | 323 |
|
|
2025
Q2 | $86.3M | Sell |
1,247,447
-87,595
| -7% | -$5.38M | 0.05% | 316 |
|
|
2025
Q1 | $83.9M | Sell |
1,335,042
-56,708
| -4% | -$4M | 0.05% | 312 |
|
|
2024
Q4 | $98.4M | Sell |
1,391,750
-118,111
| -8% | -$8.43M | 0.05% | 286 |
|
|
2024
Q3 | $94.5M | Sell |
1,509,861
-42,713
| -3% | -$2.44M | 0.05% | 302 |
|
|
2024
Q2 | $87.1M | Sell |
1,552,574
-445,813
| -22% | -$23.6M | 0.05% | 292 |
|
|
2024
Q1 | $104M | Buy |
1,998,387
+226,569
| +13% | +$11.2M | 0.06% | 270 |
|
|
2023
Q4 | $81.7M | Sell |
1,771,818
-3,764
| -0.2% | -$155K | 0.05% | 297 |
|
|
2023
Q3 | $72.7M | Buy |
1,775,582
+777,245
| +78% | +$32.7M | 0.05% | 303 |
|
|
2023
Q2 | $39.7M | Sell |
998,337
-27,641
| -3% | -$1.08M | 0.03% | 506 |
|
|
2023
Q1 | $40.4M | Sell |
1,025,978
-7,651
| -0.7% | -$322K | 0.03% | 500 |
|
|
2022
Q4 | $40.2M | Buy |
1,033,629
+41,520
| +4% | +$1.64M | 0.03% | 475 |
|
|
2022
Q3 | $34.3M | Sell |
992,109
-144,269
| -13% | -$5.68M | 0.03% | 506 |
|
|
2022
Q2 | $42.4M | Buy |
1,136,378
+96,713
| +9% | +$4.02M | 0.03% | 470 |
|
|
2022
Q1 | $47.1M | Buy |
1,039,665
+2,125
| +0.2% | +$102K | 0.03% | 473 |
|
|
2021
Q4 | $48.7M | Sell |
1,037,540
-157,902
| -13% | -$7.67M | 0.03% | 468 |
|
|
2021
Q3 | $54.2M | Sell |
1,195,442
-27,120
| -2% | -$1.21M | 0.04% | 408 |
|
|
2021
Q2 | $52.9M | Buy |
1,222,562
+27,366
| +2% | +$1.23M | 0.03% | 419 |
|
|
2021
Q1 | $51M | Sell |
1,195,196
-514,821
| -30% | -$20.1M | 0.04% | 407 |
|
|
2020
Q4 | $57.5M | Sell |
1,710,017
-13,121
| -0.8% | -$390K | 0.04% | 351 |
|
|
2020
Q3 | $38.7M | Sell |
1,723,138
-25,238
| -1% | -$564K | 0.03% | 412 |
|
|
2020
Q2 | $36.9M | Buy |
1,748,376
+365,499
| +26% | +$7.34M | 0.03% | 429 |
|
|
2020
Q1 | $25.4M | Sell |
1,382,877
-281,239
| -17% | -$7.04M | 0.03% | 469 |
|
|
2019
Q4 | $44.9M | Sell |
1,664,116
-10,019
| -0.6% | -$262K | 0.04% | 415 |
|
|
2019
Q3 | $42.7M | Sell |
1,674,135
-32,508
| -2% | -$817K | 0.04% | 431 |
|
|
2019
Q2 | $44.8M | Buy |
1,706,643
+271,411
| +19% | +$6.91M | 0.04% | 416 |
|
|
2019
Q1 | $33.7M | Buy |
1,435,232
+715,286
| +99% | +$16.2M | 0.03% | 502 |
|
|
2018
Q4 | $13.3M | Sell |
719,946
-1,894
| -0.3% | -$39.2K | 0.01% | 980 |
|
|
2018
Q3 | $16.4M | Buy |
721,840
+2,731
| +0.4% | +$65.7K | 0.01% | 992 |
|
|
2018
Q2 | $16.7M | Buy |
719,109
+8,165
| +1% | +$212K | 0.02% | 939 |
|
|
2018
Q1 | $18.7M | Buy |
710,944
+49,509
| +7% | +$1.4M | 0.02% | 830 |
|
|
2017
Q4 | $17.5M | Buy |
661,435
+12,101
| +2% | +$296K | 0.02% | 913 |
|
|
2017
Q3 | $15.4M | Buy |
649,334
+1,179
| +0.2% | +$25.5K | 0.02% | 974 |
|
|
2017
Q2 | $13.2M | Buy |
648,155
+15,977
| +3% | +$328K | 0.01% | 1047 |
|
|
2017
Q1 | $14.1M | Buy |
632,178
+43,648
| +7% | +$1.01M | 0.02% | 970 |
|
|
2016
Q4 | $13.1M | Buy |
588,530
+9,810
| +2% | +$197K | 0.02% | 1001 |
|
|
2016
Q3 | $9.89M | Buy |
578,720
+21,091
| +4% | +$339K | 0.01% | 1129 |
|
|
2016
Q2 | $7.79M | Buy |
557,629
+41,571
| +8% | +$618K | 0.01% | 1213 |
|
|
2016
Q1 | $6.79M | Buy |
516,058
+25,450
| +5% | +$362K | 0.01% | 1230 |
|
|
2015
Q4 | $9.24M | Buy |
490,608
+5,234
| +1% | +$102K | 0.01% | 1009 |
|
|
2015
Q3 | $9.08M | Buy |
485,374
+29,657
| +7% | +$672K | 0.01% | 983 |
|
|
2015
Q2 | $11.7M | Buy |
455,717
+17,156
| +4% | +$423K | 0.02% | 896 |
|
|
2015
Q1 | $10.9M | Sell |
438,561
-485,856
| -53% | -$11.2M | 0.02% | 915 |
|
|
2014
Q4 | $21M | Buy |
924,417
+2,574
| +0.3% | +$54.5K | 0.03% | 517 |
|
|
2014
Q3 | $19.2M | Buy |
921,843
+55,616
| +6% | +$1.16M | 0.03% | 530 |
|
|
2014
Q2 | $18.2M | Sell |
866,227
-122
| -0% | -$2.51K | 0.03% | 570 |
|
|
2014
Q1 | $19.2M | Buy |
866,349
+52,153
| +6% | +$1.11M | 0.03% | 527 |
|
|
2013
Q4 | $17.3M | Buy |
814,196
+46,363
| +6% | +$890K | 0.03% | 570 |
|
|
2013
Q3 | $14.1M | Buy |
767,833
+23,036
| +3% | +$402K | 0.03% | 621 |
|
|
2013
Q2 | $11.8M | Buy |
+744,797
| New | +$11.3M | 0.03% | 672 |
|
Other funds holding SF
VPM
VCM
