PS
VRN

Principal Securities’s Veren VRN Stock Holding History

Principal Securities’s Portfolio VRN Stock Details VRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-400
Closed -$2.06K – 3904
2025
Q1 		$2.06K Hold
400
– – ﹤0.01% 3039
2024
Q4 		$2.06K Hold
400
– – ﹤0.01% 3033
2024
Q3 		$2.46K Hold
400
– – ﹤0.01% 2892
2024
Q2 		$3.15K Hold
400
– – ﹤0.01% 2786
2024
Q1 		$3.28K Hold
400
– – ﹤0.01% 2734
2023
Q4 		$2.77K Buy
+400
New +$2.95K ﹤0.01% 2723

Other funds holding VRN

PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Principal Securities's VRN Position: Q2 2025 in Review

Principal Securities sold out of Veren (VRN) in Q2 2025, closing a stake of 400 shares — an estimated $2.06K sold.

Principal Securities first reported a position in VRN in Q4 2023 and held it in 6 quarters. The position peaked at $3.28K in Q1 2024. 2 funds tracked by Wall St. Rank hold VRN as of Q2 2025.

  • Principal Securities reported no remaining Veren position as of Q2 2025 after selling out during the quarter.
  • Principal Securities sold 400 Veren shares in Q2 2025, an estimated $2.06K.
  • Principal Securities first reported a position in Veren in Q4 2023 and held it in 6 quarters.
  • Principal Securities's Veren position peaked at $3.28K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held Veren as of Q2 2025.

Based on Principal Securities's 13F filing for Q2 2025, filed 11 Aug 2025.