Principal Financial Group’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Sell |
24,639
-6,896
| -22% | -$468K | ﹤0.01% | 1825 |
|
|
2025
Q1 | $1.71M | Sell |
31,535
-4,539
| -13% | -$247K | ﹤0.01% | 1789 |
|
|
2024
Q4 | $3.07M | Sell |
36,074
-4,955
| -12% | -$421K | ﹤0.01% | 1720 |
|
|
2024
Q3 | $2.75M | Sell |
41,029
-3,302
| -7% | -$222K | ﹤0.01% | 1724 |
|
|
2024
Q2 | $2.86M | Sell |
44,331
-5,735
| -11% | -$370K | ﹤0.01% | 1701 |
|
|
2024
Q1 | $4.23M | Buy |
50,066
+7,732
| +18% | +$654K | ﹤0.01% | 1624 |
|
|
2023
Q4 | $3.27M | Sell |
42,334
-9,404
| -18% | -$727K | ﹤0.01% | 1681 |
|
|
2023
Q3 | $2.29M | Buy |
51,738
+2,246
| +5% | +$99.4K | ﹤0.01% | 1740 |
|
|
2023
Q2 | $3.29M | Buy |
49,492
+37,980
| +330% | +$2.53M | ﹤0.01% | 1661 |
|
|
2023
Q1 | $790K | Sell |
11,512
-1,866
| -14% | -$128K | ﹤0.01% | 1888 |
|
|
2022
Q4 | $841K | Sell |
13,378
-365,033
| -96% | -$22.9M | ﹤0.01% | 1887 |
|
|
2022
Q3 | $20.8M | Sell |
378,411
-14,697
| -4% | -$808K | 0.02% | 747 |
|
|
2022
Q2 | $24.2M | Sell |
393,108
-540,799
| -58% | -$33.2M | 0.02% | 703 |
|
|
2022
Q1 | $127M | Buy |
933,907
+53,636
| +6% | +$7.27M | 0.08% | 223 |
|
|
2021
Q4 | $145M | Sell |
880,271
-8,898
| -1% | -$1.46M | 0.09% | 214 |
|
|
2021
Q3 | $213M | Sell |
889,169
-9,273
| -1% | -$2.22M | 0.14% | 167 |
|
|
2021
Q2 | $219M | Buy |
898,442
+3,535
| +0.4% | +$862K | 0.14% | 167 |
|
|
2021
Q1 | $203M | Sell |
894,907
-4,362
| -0.5% | -$990K | 0.14% | 165 |
|
|
2020
Q4 | $196M | Sell |
899,269
-5,884
| -0.7% | -$1.28M | 0.15% | 164 |
|
|
2020
Q3 | $147M | Sell |
905,153
-84,062
| -8% | -$13.7M | 0.12% | 178 |
|
|
2020
Q2 | $104M | Sell |
989,215
-9,137
| -0.9% | -$959K | 0.09% | 229 |
|
|
2020
Q1 | $52.3M | Buy |
998,352
+12,331
| +1% | +$646K | 0.06% | 311 |
|
|
2019
Q4 | $61.7M | Buy |
986,021
+50,865
| +5% | +$3.18M | 0.05% | 349 |
|
|
2019
Q3 | $57.9M | Buy |
935,156
+924,460
| +8,643% | +$57.3M | 0.05% | 353 |
|
|
2019
Q2 | $776K | Sell |
10,696
-24,768
| -70% | -$1.8M | ﹤0.01% | 1881 |
|
|
2019
Q1 | $2.66M | Buy |
35,464
+1,730
| +5% | +$130K | ﹤0.01% | 1693 |
|
|
2018
Q4 | $1.89M | Sell |
33,734
-10,469
| -24% | -$587K | ﹤0.01% | 1726 |
|
|
2018
Q3 | $4.38M | Buy |
44,203
+362
| +0.8% | +$35.8K | ﹤0.01% | 1641 |
|
|
2018
Q2 | $2.7M | Buy |
43,841
+21,593
| +97% | +$1.33M | ﹤0.01% | 1722 |
|
|
2018
Q1 | $1.09M | Sell |
22,248
-20,024
| -47% | -$985K | ﹤0.01% | 1811 |
|
|
2017
Q4 | $1.47M | Sell |
42,272
-5,725
| -12% | -$198K | ﹤0.01% | 1793 |
|
|
2017
Q3 | $1.38M | Sell |
47,997
-5,034
| -9% | -$145K | ﹤0.01% | 1784 |
|
|
2017
Q2 | $1.24M | Buy |
53,031
+39,749
| +299% | +$932K | ﹤0.01% | 1810 |
|
|
2017
Q1 | $230K | Sell |
13,282
-1,394
| -9% | -$24.1K | ﹤0.01% | 2071 |
|
|
2016
Q4 | $200K | Buy |
+14,676
| New | +$200K | ﹤0.01% | 2095 |
|