Creative Financial Designs’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5
| Closed | -$422 | – | 2134 |
|
|
2025
Q1 | $422 | Sell |
5
-76
| -94% | -$6.41K | ﹤0.01% | 1927 |
|
|
2024
Q4 | $6.3K | Sell |
81
-147
| -64% | -$11.4K | ﹤0.01% | 1369 |
|
|
2024
Q3 | $19.6K | Buy |
228
+82
| +56% | +$7.05K | ﹤0.01% | 1040 |
|
|
2024
Q2 | $11.5K | Buy |
146
+1
| +0.7% | +$79 | ﹤0.01% | 1117 |
|
|
2024
Q1 | $12.5K | Sell |
145
-21
| -13% | -$1.81K | ﹤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 | +$12K | ﹤0.01% | 857 |
|
|
2018
Q3 | – | Sell |
-89
| Closed | -$5K | – | 807 |
|
|
2018
Q2 | $5K | Sell |
89
-92
| -51% | -$5.17K | ﹤0.01% | 555 |
|
|
2018
Q1 | $11K | Buy |
181
+41
| +29% | +$2.49K | 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 | +$9K | 0.01% | 435 |
|
|
2017
Q1 | – | Sell |
-81
| Closed | -$5K | – | 823 |
|
|
2016
Q4 | $5K | Buy |
+81
| New | +$5K | ﹤0.01% | 481 |
|