Principal Financial Group’s Stem STEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-551
| Closed | -$3.86K | – | 2315 |
|
|
2025
Q1 | $3.86K | Buy |
551
+21
| +4% | +$147 | ﹤0.01% | 2169 |
|
|
2024
Q4 | $6.39K | Hold |
530
| – | – | ﹤0.01% | 2208 |
|
|
2024
Q3 | $3.69K | Sell |
530
-214
| -29% | -$1.49K | ﹤0.01% | 2222 |
|
|
2024
Q2 | $16.5K | Sell |
744
-79
| -10% | -$1.75K | ﹤0.01% | 2347 |
|
|
2024
Q1 | $36.1K | Sell |
823
-81
| -9% | -$3.55K | ﹤0.01% | 2363 |
|
|
2023
Q4 | $70.1K | Sell |
904
-149
| -14% | -$11.6K | ﹤0.01% | 2305 |
|
|
2023
Q3 | $89.3K | Buy |
1,053
+297
| +39% | +$25.2K | ﹤0.01% | 2300 |
|
|
2023
Q2 | $86.5K | Sell |
756
-38
| -5% | -$4.35K | ﹤0.01% | 2311 |
|
|
2023
Q1 | $90.1K | Sell |
794
-61
| -7% | -$6.92K | ﹤0.01% | 2309 |
|
|
2022
Q4 | $153K | Sell |
855
-178
| -17% | -$31.8K | ﹤0.01% | 2238 |
|
|
2022
Q3 | $276K | Sell |
1,033
-47
| -4% | -$12.6K | ﹤0.01% | 2106 |
|
|
2022
Q2 | $155K | Buy |
1,080
+36
| +3% | +$5.17K | ﹤0.01% | 2338 |
|
|
2022
Q1 | $230K | Buy |
1,044
+75
| +8% | +$16.5K | ﹤0.01% | 2301 |
|
|
2021
Q4 | $368K | Buy |
969
+460
| +90% | +$175K | ﹤0.01% | 2198 |
|
|
2021
Q3 | $243K | Buy |
509
+8
| +2% | +$3.82K | ﹤0.01% | 2379 |
|
|
2021
Q2 | $361K | Buy |
+501
| New | +$361K | ﹤0.01% | 2296 |
|