Principal Financial Group’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $356K | Sell |
17,614
-3,846
| -18% | -$77.7K | ﹤0.01% | 2042 |
|
|
2025
Q1 | $295K | Sell |
21,460
-948
| -4% | -$13K | ﹤0.01% | 1994 |
|
|
2024
Q4 | $266K | Sell |
22,408
-4,733
| -17% | -$56.1K | ﹤0.01% | 2061 |
|
|
2024
Q3 | $487K | Sell |
27,141
-3,221
| -11% | -$57.8K | ﹤0.01% | 1962 |
|
|
2024
Q2 | $534K | Buy |
30,362
+2,505
| +9% | +$44.1K | ﹤0.01% | 1937 |
|
|
2024
Q1 | $715K | Buy |
27,857
+5,837
| +27% | +$150K | ﹤0.01% | 1918 |
|
|
2023
Q4 | $574K | Sell |
22,020
-10,689
| -33% | -$279K | ﹤0.01% | 1936 |
|
|
2023
Q3 | $754K | Buy |
32,709
+1,659
| +5% | +$38.2K | ﹤0.01% | 1879 |
|
|
2023
Q2 | $728K | Buy |
+31,050
| New | +$728K | ﹤0.01% | 1883 |
|
|
2022
Q1 | – | Sell |
-15,729
| Closed | -$452K | – | 2606 |
|
|
2021
Q4 | $452K | Buy |
+15,729
| New | +$452K | ﹤0.01% | 2148 |
|