Principal Financial Group’s Unitil UTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.2M | Sell |
80,568
-6,214
| -7% | -$324K | ﹤0.01% | 1629 |
|
|
2025
Q1 | $5.01M | Buy |
86,782
+2,505
| +3% | +$145K | ﹤0.01% | 1571 |
|
|
2024
Q4 | $4.57M | Buy |
84,277
+2,885
| +4% | +$156K | ﹤0.01% | 1617 |
|
|
2024
Q3 | $4.93M | Buy |
81,392
+1,659
| +2% | +$101K | ﹤0.01% | 1575 |
|
|
2024
Q2 | $4.13M | Sell |
79,733
-3,944
| -5% | -$204K | ﹤0.01% | 1599 |
|
|
2024
Q1 | $4.38M | Sell |
83,677
-5,671
| -6% | -$297K | ﹤0.01% | 1612 |
|
|
2023
Q4 | $4.7M | Sell |
89,348
-1,260
| -1% | -$66.2K | ﹤0.01% | 1576 |
|
|
2023
Q3 | $3.87M | Sell |
90,608
-3,595
| -4% | -$154K | ﹤0.01% | 1614 |
|
|
2023
Q2 | $4.78M | Sell |
94,203
-4,629
| -5% | -$235K | ﹤0.01% | 1539 |
|
|
2023
Q1 | $5.64M | Sell |
98,832
-1,575
| -2% | -$89.8K | ﹤0.01% | 1494 |
|
|
2022
Q4 | $5.16M | Buy |
100,407
+1,402
| +1% | +$72K | ﹤0.01% | 1522 |
|
|
2022
Q3 | $4.6M | Sell |
99,005
-158
| -0.2% | -$7.34K | ﹤0.01% | 1522 |
|
|
2022
Q2 | $5.82M | Sell |
99,163
-15,268
| -13% | -$897K | ﹤0.01% | 1498 |
|
|
2022
Q1 | $5.71M | Sell |
114,431
-5,364
| -4% | -$268K | ﹤0.01% | 1620 |
|
|
2021
Q4 | $5.51M | Sell |
119,795
-6,162
| -5% | -$283K | ﹤0.01% | 1635 |
|
|
2021
Q3 | $5.39M | Buy |
125,957
+4,009
| +3% | +$171K | ﹤0.01% | 1662 |
|
|
2021
Q2 | $6.46M | Buy |
121,948
+112,231
| +1,155% | +$5.95M | ﹤0.01% | 1626 |
|
|
2021
Q1 | $444K | Buy |
9,717
+741
| +8% | +$33.9K | ﹤0.01% | 2184 |
|
|
2020
Q4 | $397K | Sell |
8,976
-286,420
| -97% | -$12.7M | ﹤0.01% | 2177 |
|
|
2020
Q3 | $11.4M | Sell |
295,396
-22,989
| -7% | -$888K | 0.01% | 991 |
|
|
2020
Q2 | $14.3M | Buy |
318,385
+40,784
| +15% | +$1.83M | 0.01% | 833 |
|
|
2020
Q1 | $14.5M | Buy |
277,601
+38,314
| +16% | +$2M | 0.02% | 687 |
|
|
2019
Q4 | $14.8M | Buy |
239,287
+187,349
| +361% | +$11.6M | 0.01% | 1021 |
|
|
2019
Q3 | $3.3M | Buy |
+51,938
| New | +$3.3M | ﹤0.01% | 1628 |
|