Creative Financial Designs’s Principal Financial Group PFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5	Closed	-$422	–	2134
2025 Q1	$422	Sell	5 -76	-94%	-$6.32K	﹤0.01%	1927
2024 Q4	$6.3K	Sell	81 -147	-64%	-$12.4K	﹤0.01%	1369
2024 Q3	$19.6K	Buy	228 +82	+56%	+$6.62K	﹤0.01%	1040
2024 Q2	$11.5K	Buy	146 +1	+0.7%	+$81	﹤0.01%	1117
2024 Q1	$12.5K	Sell	145 -21	-13%	-$1.69K	﹤0.01%	1078
2023 Q4	$13.1K	Hold	166	–	–	﹤0.01%	1014
2023 Q3	$12K	Hold	166	–	–	﹤0.01%	978
2023 Q2	$12.6K	Hold	166	–	–	﹤0.01%	949
2023 Q1	$12.3K	Hold	166	–	–	﹤0.01%	911
2022 Q4	$13.9K	Hold	166	–	–	﹤0.01%	839
2022 Q3	$12K	Buy	+166	New	+$11.9K	﹤0.01%	857
2018 Q3	–	Sell	-89	Closed	-$5K	–	807
2018 Q2	$5K	Sell	89 -92	-51%	-$5.35K	﹤0.01%	555
2018 Q1	$11K	Buy	181 +41	+29%	+$2.7K	0.01%	420
2017 Q4	$10K	Hold	140	–	–	0.01%	412
2017 Q3	$9K	Buy	140 +1	+0.7%	+$64	0.01%	428
2017 Q2	$9K	Buy	+139	New	+$8.82K	0.01%	435
2017 Q1	–	Sell	-81	Closed	-$5K	–	823
2016 Q4	$5K	Buy	+81	New	+$4.54K	﹤0.01%	481