Creative Financial Designs’s Chesapeake Utilities CPK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$57K	Buy	451 +1	+0.2%	+$129	﹤0.01%	859
2025 Q4	$56.1K	Hold	450	–	–	﹤0.01%	824
2025 Q3	$60.6K	Hold	450	–	–	﹤0.01%	791
2025 Q2	$54.1K	Hold	450	–	–	﹤0.01%	842
2025 Q1	$57.8K	Hold	450	–	–	﹤0.01%	780
2024 Q4	$54.6K	Hold	450	–	–	﹤0.01%	766
2024 Q3	$55.9K	Hold	450	–	–	﹤0.01%	747
2024 Q2	$47.8K	Hold	450	–	–	﹤0.01%	756
2024 Q1	$48.3K	Hold	450	–	–	﹤0.01%	734
2023 Q4	$47.5K	Hold	450	–	–	﹤0.01%	695
2023 Q3	$44K	Hold	450	–	–	0.01%	659
2023 Q2	$53.5K	Hold	450	–	–	0.01%	617
2023 Q1	$57.6K	Hold	450	–	–	0.01%	566
2022 Q4	$53.2K	Hold	450	–	–	0.01%	559
2022 Q3	$52K	Hold	450	–	–	0.01%	542
2022 Q2	$58K	Hold	450	–	–	0.01%	524
2022 Q1	$62K	Hold	450	–	–	0.01%	519
2021 Q4	$66K	Hold	450	–	–	0.01%	516
2021 Q3	$54K	Buy	+450	New	+$56.4K	0.01%	596