Creative Planning’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
Q3 | $4.36M | Buy |
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|
2025
Q2 | $4.14M | Buy |
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|
2025
Q1 | $4.37M | Buy |
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|
2024
Q4 | $3.74M | Buy |
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|
2024
Q3 | $3.99M | Sell |
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|
2024
Q2 | $3.91M | Buy |
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|
2024
Q1 | $4.16M | Sell |
|
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|
2023
Q4 | $3.8M | Buy |
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|
2023
Q3 | $3.32M | Buy |
|
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|
2023
Q2 | $1.76M | Buy |
|
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|
2023
Q1 | $1.65M | Buy |
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|
2022
Q4 | $1.83M | Buy |
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|
2022
Q3 | $1.37M | Sell |
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|
2022
Q2 | $1.37M | Buy |
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|
2022
Q1 | $1.34M | Buy |
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|
2021
Q4 | $1.2M | Sell |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $974K | Sell |
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|
2021
Q1 | $991K | Sell |
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|
2020
Q4 | $834K | Buy |
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|
2020
Q3 | $641K | Sell |
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|
2020
Q2 | $692K | Buy |
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|
2020
Q1 | $505K | Buy |
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|
2019
Q4 | $884K | Buy |
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|
2019
Q3 | $904K | Buy |
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|
2019
Q2 | $860K | Buy |
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|
2019
Q1 | $689K | Buy |
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|
2018
Q4 | $601K | Buy |
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|
2018
Q3 | $746K | Buy |
|
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|
2018
Q2 | $667K | Buy |
|
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|
2018
Q1 | $701K | Buy |
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|
2017
Q4 | $791K | Sell |
|
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|
2017
Q3 | $785K | Sell |
|
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|
2017
Q2 | $838K | Buy |
|
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|
2017
Q1 | $825K | Sell |
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|
2016
Q4 | $781K | Buy |
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|
2016
Q3 | $627K | Buy |
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|
2016
Q2 | $411K | Buy |
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|
2016
Q1 | $381K | Buy |
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|
2015
Q4 | $416K | Buy |
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|
2015
Q3 | $421K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $447K | Buy |
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|
2014
Q4 | $420K | Buy |
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|
2014
Q3 | $365K | Sell |
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|
2014
Q2 | $371K | Sell |
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|
2014
Q1 | $381K | Buy |
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|
2013
Q4 | $360K | Sell |
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|
2013
Q3 | $362K | Buy |
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|
2013
Q2 | $222K | Buy |
|