Principal Financial Group’s SunCoke Energy SXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-552,896
| Closed | -$3.98M | – | 2285 |
|
|
2025
Q4 | $3.98M | Buy |
552,896
+44,972
| +9% | +$331K | ﹤0.01% | 1689 |
|
|
2025
Q3 | $4.14M | Buy |
507,924
+22,121
| +5% | +$176K | ﹤0.01% | 1655 |
|
|
2025
Q2 | $4.17M | Buy |
485,803
+65,797
| +16% | +$571K | ﹤0.01% | 1632 |
|
|
2025
Q1 | $3.86M | Buy |
420,006
+12,160
| +3% | +$117K | ﹤0.01% | 1633 |
|
|
2024
Q4 | $4.36M | Buy |
407,846
+11,473
| +3% | +$123K | ﹤0.01% | 1632 |
|
|
2024
Q3 | $3.44M | Sell |
396,373
-44,842
| -10% | -$415K | ﹤0.01% | 1670 |
|
|
2024
Q2 | $4.32M | Sell |
441,215
-16,784
| -4% | -$173K | ﹤0.01% | 1587 |
|
|
2024
Q1 | $5.16M | Sell |
457,999
-26,356
| -5% | -$285K | ﹤0.01% | 1555 |
|
|
2023
Q4 | $5.2M | Sell |
484,355
-3,270
| -0.7% | -$31.2K | ﹤0.01% | 1539 |
|
|
2023
Q3 | $4.95M | Sell |
487,625
-11,816
| -2% | -$107K | ﹤0.01% | 1540 |
|
|
2023
Q2 | $3.93M | Sell |
499,441
-28,138
| -5% | -$221K | ﹤0.01% | 1618 |
|
|
2023
Q1 | $4.74M | Sell |
527,579
-11,267
| -2% | -$103K | ﹤0.01% | 1543 |
|
|
2022
Q4 | $4.65M | Buy |
538,846
+7,249
| +1% | +$56K | ﹤0.01% | 1560 |
|
|
2022
Q3 | $3.09M | Sell |
531,597
-31,361
| -6% | -$211K | ﹤0.01% | 1638 |
|
|
2022
Q2 | $3.83M | Sell |
562,958
-56,003
| -9% | -$451K | ﹤0.01% | 1640 |
|
|
2022
Q1 | $5.51M | Sell |
618,961
-40,378
| -6% | -$318K | ﹤0.01% | 1631 |
|
|
2021
Q4 | $4.34M | Buy |
659,339
+1,298
| +0.2% | +$8.61K | ﹤0.01% | 1717 |
|
|
2021
Q3 | $4.13M | Sell |
658,041
-8,317
| -1% | -$57.1K | ﹤0.01% | 1738 |
|
|
2021
Q2 | $4.76M | Buy |
666,358
+97,227
| +17% | +$692K | ﹤0.01% | 1729 |
|
|
2021
Q1 | $3.99M | Sell |
569,131
-245
| -0% | -$1.51K | ﹤0.01% | 1727 |
|
|
2020
Q4 | $2.48M | Sell |
569,376
-23,535
| -4% | -$98.5K | ﹤0.01% | 1760 |
|
|
2020
Q3 | $2.03M | Sell |
592,911
-26,111
| -4% | -$85.2K | ﹤0.01% | 1736 |
|
|
2020
Q2 | $1.83M | Sell |
619,022
-40,060
| -6% | -$128K | ﹤0.01% | 1715 |
|
|
2020
Q1 | $2.54M | Sell |
659,082
-30,110
| -4% | -$153K | ﹤0.01% | 1530 |
|
|
2019
Q4 | $4.29M | Sell |
689,192
-34,409
| -5% | -$191K | ﹤0.01% | 1575 |
|
|
2019
Q3 | $4.08M | Sell |
723,601
-1,326
| -0.2% | -$9.55K | ﹤0.01% | 1576 |
|
|
2019
Q2 | $6.44M | Buy |
724,927
+200,340
| +38% | +$1.65M | 0.01% | 1439 |
|
|
2019
Q1 | $4.45M | Sell |
524,587
-5,296
| -1% | -$51.4K | ﹤0.01% | 1581 |
|
|
2018
Q4 | $4.53M | Buy |
529,883
+5,342
| +1% | +$54.7K | ﹤0.01% | 1539 |
|
|
2018
Q3 | $6.09M | Buy |
524,541
+7,127
| +1% | +$84.7K | 0.01% | 1539 |
|
|
2018
Q2 | $6.93M | Buy |
517,414
+24,511
| +5% | +$304K | 0.01% | 1493 |
|
|
2018
Q1 | $5.3M | Buy |
492,903
+726
| +0.1% | +$8.24K | 0.01% | 1535 |
|
|
2017
Q4 | $5.9M | Buy |
492,177
+7,215
| +1% | +$77.8K | 0.01% | 1513 |
|
|
2017
Q3 | $4.43M | Sell |
484,962
-17,294
| -3% | -$163K | ﹤0.01% | 1590 |
|
|
2017
Q2 | $5.47M | Buy |
502,256
+3,954
| +0.8% | +$36.2K | 0.01% | 1517 |
|
|
2017
Q1 | $4.46M | Buy |
498,302
+12,042
| +2% | +$118K | 0.01% | 1568 |
|
|
2016
Q4 | $5.51M | Buy |
486,260
+10,456
| +2% | +$111K | 0.01% | 1486 |
|
|
2016
Q3 | $3.82M | Buy |
475,804
+12,838
| +3% | +$90K | 0.01% | 1549 |
|
|
2016
Q2 | $2.69M | Buy |
462,966
+11,929
| +3% | +$75.3K | ﹤0.01% | 1604 |
|
|
2016
Q1 | $2.93M | Buy |
451,037
+17,972
| +4% | +$76.4K | ﹤0.01% | 1539 |
|
|
2015
Q4 | $1.5M | Buy |
433,065
+11,642
| +3% | +$55.8K | ﹤0.01% | 1699 |
|
|
2015
Q3 | $3.28M | Buy |
421,423
+6,392
| +2% | +$71.3K | 0.01% | 1516 |
|
|
2015
Q2 | $5.4M | Buy |
415,031
+4,166
| +1% | +$65.6K | 0.01% | 1374 |
|
|
2015
Q1 | $6.14M | Sell |
410,865
-4,564
| -1% | -$77.9K | 0.01% | 1279 |
|
|
2014
Q4 | $8.03M | Sell |
415,429
-19,237
| -4% | -$404K | 0.01% | 1115 |
|
|
2014
Q3 | $9.76M | Sell |
434,666
-7,553
| -2% | -$175K | 0.02% | 916 |
|
|
2014
Q2 | $9.51M | Buy |
442,219
+2,612
| +0.6% | +$54.9K | 0.02% | 959 |
|
|
2014
Q1 | $10M | Buy |
439,607
+13,150
| +3% | +$290K | 0.02% | 918 |
|
|
2013
Q4 | $9.73M | Buy |
426,457
+23,026
| +6% | +$475K | 0.02% | 912 |
|
|
2013
Q3 | $6.86M | Buy |
403,431
+12,267
| +3% | +$195K | 0.01% | 1055 |
|
|
2013
Q2 | $5.48M | Buy |
+391,164
| New | +$5.99M | 0.01% | 1137 |
|
Other funds holding SXC
VCM
GJL