Principal Financial Group’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.14M | Hold |
20,647
| – | – | ﹤0.01% | 1636 |
|
|
2025
Q1 | $3.56M | Buy |
20,647
+500
| +2% | +$86.3K | ﹤0.01% | 1650 |
|
|
2024
Q4 | $3.23M | Sell |
20,147
-7,600
| -27% | -$1.22M | ﹤0.01% | 1707 |
|
|
2024
Q3 | $4.74M | Hold |
27,747
| – | – | ﹤0.01% | 1590 |
|
|
2024
Q2 | $4.68M | Sell |
27,747
-4,300
| -13% | -$725K | ﹤0.01% | 1570 |
|
|
2024
Q1 | $4.99M | Hold |
32,047
| – | – | ﹤0.01% | 1566 |
|
|
2023
Q4 | $4.71M | Sell |
32,047
-3,006
| -9% | -$442K | ﹤0.01% | 1574 |
|
|
2023
Q3 | $4.31M | Buy |
35,053
+500
| +1% | +$61.5K | ﹤0.01% | 1586 |
|
|
2023
Q2 | $4.67M | Sell |
34,553
-1,173
| -3% | -$159K | ﹤0.01% | 1547 |
|
|
2023
Q1 | $4.82M | Buy |
35,726
+660
| +2% | +$89K | ﹤0.01% | 1541 |
|
|
2022
Q4 | $4.15M | Buy |
35,066
+28,372
| +424% | +$3.36M | ﹤0.01% | 1594 |
|
|
2022
Q3 | $717K | Buy |
6,694
+1,860
| +38% | +$199K | ﹤0.01% | 1892 |
|
|
2022
Q2 | $522K | Sell |
4,834
-19
| -0.4% | -$2.05K | ﹤0.01% | 2049 |
|
|
2022
Q1 | $547K | Buy |
+4,853
| New | +$547K | ﹤0.01% | 2096 |
|
|
2017
Q2 | – | Sell |
-8,069
| Closed | -$399K | – | 2289 |
|
|
2017
Q1 | $399K | Sell |
8,069
-64
| -0.8% | -$3.17K | ﹤0.01% | 1956 |
|
|
2016
Q4 | $407K | Buy |
8,133
+62
| +0.8% | +$3.1K | ﹤0.01% | 1957 |
|
|
2016
Q3 | $382K | Sell |
8,071
-3,649
| -31% | -$173K | ﹤0.01% | 1904 |
|
|
2016
Q2 | $541K | Buy |
11,720
+4,663
| +66% | +$215K | ﹤0.01% | 1838 |
|
|
2016
Q1 | $326K | Sell |
7,057
-2,753
| -28% | -$127K | ﹤0.01% | 1909 |
|
|
2015
Q4 | $424K | Buy |
9,810
+3,073
| +46% | +$133K | ﹤0.01% | 1877 |
|
|
2015
Q3 | $310K | Sell |
6,737
-2,390
| -26% | -$110K | ﹤0.01% | 1945 |
|
|
2015
Q2 | $397K | Sell |
9,127
-3,875
| -30% | -$169K | ﹤0.01% | 1905 |
|
|
2015
Q1 | $603K | Sell |
13,002
-2,601
| -17% | -$121K | ﹤0.01% | 1822 |
|
|
2014
Q4 | $719K | Buy |
15,603
+878
| +6% | +$40.5K | ﹤0.01% | 1834 |
|
|
2014
Q3 | $613K | Sell |
14,725
-2,546
| -15% | -$106K | ﹤0.01% | 1816 |
|
|
2014
Q2 | $717K | Buy |
17,271
+400
| +2% | +$16.6K | ﹤0.01% | 1830 |
|
|
2014
Q1 | $659K | Sell |
16,871
-36
| -0.2% | -$1.41K | ﹤0.01% | 1822 |
|
|
2013
Q4 | $731K | Buy |
16,907
+506
| +3% | +$21.9K | ﹤0.01% | 1820 |
|
|
2013
Q3 | $656K | Sell |
16,401
-13,146
| -44% | -$526K | ﹤0.01% | 1803 |
|
|
2013
Q2 | $1.1M | Buy |
+29,547
| New | +$1.1M | ﹤0.01% | 1707 |
|