Number of Shares
2,216
Previous 2,705 18.08%
Holding current value
$2.73 Million
Previous $6.98 Million 60.94%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025

SELL
N/A
-489 Reduced 18.08%
2,216 $2.73 Million
Q4 2024

Jan 30, 2025

BUY
N/A
1,531 Added 130.41%
2,705 $6.98 Million
Q3 2024

Oct 28, 2024

BUY
N/A
926 Added 373.39%
1,174 $1.14 Million
Q2 2024

Jul 31, 2024

SELL
N/A
-45 Reduced 15.36%
248 $422,000
Q1 2024

May 10, 2024

BUY
N/A
293 New
293 $492,000
Track This Portfolio

Track Principal Securities, Inc. Portfolio

Follow Principal Securities, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principal Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Principal Securities, Inc. with notifications on news.