Principal Financial Group’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Sell |
144,467
-152,508
| -51% | -$3.69M | ﹤0.01% | 1684 |
|
|
2025
Q1 | $5.82M | Buy |
296,975
+276,081
| +1,321% | +$5.41M | ﹤0.01% | 1513 |
|
|
2024
Q4 | $469K | Sell |
20,894
-812
| -4% | -$18.2K | ﹤0.01% | 1976 |
|
|
2024
Q3 | $491K | Sell |
21,706
-2,270
| -9% | -$51.3K | ﹤0.01% | 1960 |
|
|
2024
Q2 | $390K | Sell |
23,976
-2,293
| -9% | -$37.3K | ﹤0.01% | 2011 |
|
|
2024
Q1 | $701K | Buy |
26,269
+2,999
| +13% | +$80.1K | ﹤0.01% | 1922 |
|
|
2023
Q4 | $952K | Sell |
23,270
-4,456
| -16% | -$182K | ﹤0.01% | 1846 |
|
|
2023
Q3 | $870K | Buy |
27,726
+1,218
| +5% | +$38.2K | ﹤0.01% | 1859 |
|
|
2023
Q2 | $1.15M | Buy |
26,508
+1,730
| +7% | +$75.1K | ﹤0.01% | 1828 |
|
|
2023
Q1 | $804K | Sell |
24,778
-4,347
| -15% | -$141K | ﹤0.01% | 1883 |
|
|
2022
Q4 | $833K | Buy |
29,125
+5,430
| +23% | +$155K | ﹤0.01% | 1888 |
|
|
2022
Q3 | $755K | Sell |
23,695
-7,114
| -23% | -$227K | ﹤0.01% | 1881 |
|
|
2022
Q2 | $1.14M | Sell |
30,809
-145,533
| -83% | -$5.36M | ﹤0.01% | 1896 |
|
|
2022
Q1 | $17.5M | Buy |
176,342
+21,314
| +14% | +$2.11M | 0.01% | 1007 |
|
|
2021
Q4 | $22.2M | Sell |
155,028
-1,568
| -1% | -$224K | 0.01% | 885 |
|
|
2021
Q3 | $19.8M | Buy |
156,596
+140,565
| +877% | +$17.7M | 0.01% | 958 |
|
|
2021
Q2 | $1.76M | Buy |
16,031
+12,999
| +429% | +$1.43M | ﹤0.01% | 1939 |
|
|
2021
Q1 | $304K | Sell |
3,032
-194
| -6% | -$19.5K | ﹤0.01% | 2274 |
|
|
2020
Q4 | $495K | Buy |
+3,226
| New | +$495K | ﹤0.01% | 2114 |
|