Creative Financial Designs’s Northwest Natural Holdings NWN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$407K	Buy	7,653 +6,231	+438%	+$309K	0.02%	377
2025 Q4	$66.5K	Sell	1,422 -3,252	-70%	-$152K	﹤0.01%	777
2025 Q3	$210K	Sell	4,674 -1,459	-24%	-$60.5K	0.01%	459
2025 Q2	$244K	Sell	6,133 -4	-0.1%	-$166	0.02%	443
2025 Q1	$262K	Sell	6,137 -1,637	-21%	-$66.7K	0.02%	388
2024 Q4	$308K	Sell	7,774 -5,388	-41%	-$220K	0.03%	366
2024 Q3	$537K	Sell	13,162 -155	-1%	-$6.05K	0.05%	278
2024 Q2	$481K	Buy	13,317 +2,583	+24%	+$95.5K	0.04%	280
2024 Q1	$400K	Buy	10,734 +800	+8%	+$29.9K	0.04%	294
2023 Q4	$387K	Buy	9,934 +1,418	+17%	+$53.9K	0.04%	276
2023 Q3	$325K	Sell	8,516 -302	-3%	-$12.4K	0.04%	271
2023 Q2	$380K	Sell	8,818 -388	-4%	-$17.5K	0.04%	246
2023 Q1	$438K	Buy	9,206 +288	+3%	+$13.9K	0.06%	223
2022 Q4	$424K	Buy	8,918 +649	+8%	+$30.4K	0.06%	219
2022 Q3	$359K	Buy	8,269 +418	+5%	+$21.2K	0.06%	219
2022 Q2	$417K	Buy	7,851 +652	+9%	+$33.6K	0.07%	200
2022 Q1	$372K	Sell	7,199 -11	-0.2%	-$552	0.06%	228
2021 Q4	$352K	Buy	7,210 +538	+8%	+$25K	0.05%	233
2021 Q3	$307K	Buy	6,672 +544	+9%	+$27.8K	0.05%	240
2021 Q2	$322K	Buy	6,128 +327	+6%	+$17.7K	0.06%	229
2021 Q1	$313K	Buy	5,801 +542	+10%	+$26K	0.06%	220
2020 Q4	$242K	Buy	5,259 +324	+7%	+$15.3K	0.05%	233
2020 Q3	$224K	Buy	4,935 +133	+3%	+$6.79K	0.06%	224
2020 Q2	$268K	Buy	4,802 +1,699	+55%	+$104K	0.08%	178
2020 Q1	$192K	Buy	+3,103	New	+$217K	0.1%	127