Principal Financial Group’s SOPHiA GENETICS SOPH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.34M Buy
1,400,165
+15,152
+1% +$47K ﹤0.01% 1624
2025
Q1
$4.6M Sell
1,385,013
-43,331
-3% -$144K ﹤0.01% 1595
2024
Q4
$4.46M Sell
1,428,344
-26,798
-2% -$83.6K ﹤0.01% 1625
2024
Q3
$5.29M Buy
1,455,142
+86,764
+6% +$315K ﹤0.01% 1555
2024
Q2
$6.27M Buy
1,368,378
+361,201
+36% +$1.65M ﹤0.01% 1483
2024
Q1
$4.97M Buy
1,007,177
+11,677
+1% +$57.6K ﹤0.01% 1570
2023
Q4
$4.69M Buy
995,500
+24,837
+3% +$117K ﹤0.01% 1577
2023
Q3
$2.48M Sell
970,663
-16,413
-2% -$41.9K ﹤0.01% 1725
2023
Q2
$4.42M Sell
987,076
-439,378
-31% -$1.97M ﹤0.01% 1581
2023
Q1
$7.09M Buy
1,426,454
+29,950
+2% +$149K 0.01% 1408
2022
Q4
$2.88M Sell
1,396,504
-67,588
-5% -$139K ﹤0.01% 1699
2022
Q3
$3.85M Buy
1,464,092
+377,744
+35% +$993K ﹤0.01% 1579
2022
Q2
$3.93M Buy
1,086,348
+209,160
+24% +$757K ﹤0.01% 1633
2022
Q1
$6.78M Sell
877,188
-4,207
-0.5% -$32.5K ﹤0.01% 1543
2021
Q4
$12.4M Buy
881,395
+58,930
+7% +$831K 0.01% 1271
2021
Q3
$14.4M Buy
+822,465
New +$14.4M 0.01% 1186