Principal Financial Group’s Yext YEXT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $397K | Sell |
46,693
-12,765
| -21% | -$109K | ﹤0.01% | 2027 |
|
2025
Q1 | $366K | Buy |
59,458
+20
| +0% | +$123 | ﹤0.01% | 1968 |
|
2024
Q4 | $378K | Buy |
59,438
+5,191
| +10% | +$33K | ﹤0.01% | 2006 |
|
2024
Q3 | $375K | Sell |
54,247
-39,269
| -42% | -$272K | ﹤0.01% | 2000 |
|
2024
Q2 | $500K | Buy |
93,516
+9,849
| +12% | +$52.7K | ﹤0.01% | 1955 |
|
2024
Q1 | $505K | Buy |
83,667
+71,196
| +571% | +$429K | ﹤0.01% | 1982 |
|
2023
Q4 | $73.5K | Buy |
12,471
+1,177
| +10% | +$6.93K | ﹤0.01% | 2303 |
|
2023
Q3 | $71.5K | Sell |
11,294
-1,345
| -11% | -$8.51K | ﹤0.01% | 2323 |
|
2023
Q2 | $143K | Buy |
12,639
+262
| +2% | +$2.96K | ﹤0.01% | 2230 |
|
2023
Q1 | $119K | Sell |
12,377
-1,409
| -10% | -$13.5K | ﹤0.01% | 2274 |
|
2022
Q4 | $90K | Sell |
13,786
-2,575
| -16% | -$16.8K | ﹤0.01% | 2309 |
|
2022
Q3 | $73K | Sell |
16,361
-2,284
| -12% | -$10.2K | ﹤0.01% | 2378 |
|
2022
Q2 | $89K | Sell |
18,645
-1,991
| -10% | -$9.5K | ﹤0.01% | 2406 |
|
2022
Q1 | $142K | Buy |
20,636
+1,468
| +8% | +$10.1K | ﹤0.01% | 2390 |
|
2021
Q4 | $190K | Sell |
19,168
-4,127
| -18% | -$40.9K | ﹤0.01% | 2378 |
|
2021
Q3 | $280K | Buy |
23,295
+5,534
| +31% | +$66.5K | ﹤0.01% | 2329 |
|
2021
Q2 | $254K | Sell |
17,761
-4,767
| -21% | -$68.2K | ﹤0.01% | 2411 |
|
2021
Q1 | $326K | Sell |
22,528
-3,558
| -14% | -$51.5K | ﹤0.01% | 2254 |
|
2020
Q4 | $410K | Buy |
26,086
+10,826
| +71% | +$170K | ﹤0.01% | 2164 |
|
2020
Q3 | $232K | Sell |
15,260
-1,440
| -9% | -$21.9K | ﹤0.01% | 2172 |
|
2020
Q2 | $277K | Buy |
+16,700
| New | +$277K | ﹤0.01% | 2102 |
|
2019
Q4 | – | Sell |
-10,761
| Closed | -$171K | – | 2291 |
|
2019
Q3 | $171K | Buy |
+10,761
| New | +$171K | ﹤0.01% | 2154 |
|
2018
Q4 | – | Sell |
-11,755
| Closed | -$279K | – | 2315 |
|
2018
Q3 | $279K | Sell |
11,755
-649
| -5% | -$15.4K | ﹤0.01% | 2088 |
|
2018
Q2 | $240K | Buy |
+12,404
| New | +$240K | ﹤0.01% | 2122 |
|