Principal Securities’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.57K | Sell |
308
-533
| -63% | -$13.1K | ﹤0.01% | 2735 |
|
|
2025
Q1 | $29K | Hold |
841
| – | – | ﹤0.01% | 2011 |
|
|
2024
Q4 | $29K | Sell |
841
-32
| -4% | -$1.1K | ﹤0.01% | 2006 |
|
|
2024
Q3 | $21.2K | Sell |
873
-4
| -0.5% | -$97 | ﹤0.01% | 2088 |
|
|
2024
Q2 | $25.4K | Buy |
877
+333
| +61% | +$9.64K | ﹤0.01% | 1940 |
|
|
2024
Q1 | $14.7K | Buy |
544
+99
| +22% | +$2.68K | ﹤0.01% | 2163 |
|
|
2023
Q4 | $12.8K | Buy |
+445
| New | +$12.8K | ﹤0.01% | 2134 |
|