Principal Financial Group’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $280K | Sell |
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|
2025
Q2 | $356K | Sell |
|
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|
2025
Q1 | $295K | Sell |
|
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|
2024
Q4 | $266K | Sell |
|
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|
2024
Q3 | $487K | Sell |
|
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|
2024
Q2 | $534K | Buy |
|
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|
2024
Q1 | $715K | Buy |
|
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|
2023
Q4 | $574K | Sell |
|
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|
2023
Q3 | $754K | Buy |
|
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|
2023
Q2 | $728K | Buy |
|
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|
2022
Q1 | – | Sell |
|
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|
2021
Q4 | $452K | Buy |
|