Principal Financial Group’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $17.3M | Sell |
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|
2025
Q2 | $15.5M | Buy |
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|
2025
Q1 | $13.5M | Buy |
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|
2024
Q4 | $13.5M | Buy |
|
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|
2024
Q3 | $15.9M | Buy |
|
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|
2024
Q2 | $222K | Buy |
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|
2024
Q1 | $238K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $228K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $207K | Sell |
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|
2022
Q3 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $9.29M | Buy |
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|
2021
Q4 | $9.59M | Sell |
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|
2021
Q3 | $12.6M | Buy |
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|
2021
Q2 | $6.99M | Buy |
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