Creative Planning’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 | $4.14M | Buy |
52,135
+360
| +0.7% | +$28.6K | ﹤0.01% | 848 |
|
|
2025
Q1 | $4.37M | Buy |
51,775
+3,396
| +7% | +$287K | ﹤0.01% | 759 |
|
|
2024
Q4 | $3.74M | Buy |
48,379
+1,951
| +4% | +$151K | ﹤0.01% | 786 |
|
|
2024
Q3 | $3.99M | Sell |
46,428
-3,357
| -7% | -$288K | ﹤0.01% | 730 |
|
|
2024
Q2 | $3.91M | Buy |
49,785
+1,552
| +3% | +$122K | ﹤0.01% | 710 |
|
|
2024
Q1 | $4.16M | Sell |
48,233
-101
| -0.2% | -$8.72K | ﹤0.01% | 675 |
|
|
2023
Q4 | $3.8M | Buy |
48,334
+2,277
| +5% | +$179K | 0.01% | 651 |
|
|
2023
Q3 | $3.32M | Buy |
46,057
+22,865
| +99% | +$1.65M | ﹤0.01% | 659 |
|
|
2023
Q2 | $1.76M | Buy |
23,192
+975
| +4% | +$73.9K | ﹤0.01% | 877 |
|
|
2023
Q1 | $1.65M | Buy |
22,217
+435
| +2% | +$32.3K | ﹤0.01% | 855 |
|
|
2022
Q4 | $1.83M | Buy |
21,782
+2,830
| +15% | +$237K | ﹤0.01% | 778 |
|
|
2022
Q3 | $1.37M | Sell |
18,952
-1,495
| -7% | -$108K | ﹤0.01% | 824 |
|
|
2022
Q2 | $1.37M | Buy |
20,447
+2,185
| +12% | +$146K | ﹤0.01% | 842 |
|
|
2022
Q1 | $1.34M | Buy |
18,262
+1,743
| +11% | +$128K | ﹤0.01% | 857 |
|
|
2021
Q4 | $1.2M | Sell |
16,519
-6
| -0% | -$434 | ﹤0.01% | 873 |
|
|
2021
Q3 | $1.06M | Buy |
16,525
+1,118
| +7% | +$72K | ﹤0.01% | 917 |
|
|
2021
Q2 | $974K | Sell |
15,407
-1,121
| -7% | -$70.9K | ﹤0.01% | 945 |
|
|
2021
Q1 | $991K | Sell |
16,528
-292
| -2% | -$17.5K | ﹤0.01% | 1015 |
|
|
2020
Q4 | $834K | Buy |
16,820
+897
| +6% | +$44.5K | ﹤0.01% | 1027 |
|
|
2020
Q3 | $641K | Sell |
15,923
-738
| -4% | -$29.7K | ﹤0.01% | 991 |
|
|
2020
Q2 | $692K | Buy |
16,661
+535
| +3% | +$22.2K | ﹤0.01% | 882 |
|
|
2020
Q1 | $505K | Buy |
16,126
+54
| +0.3% | +$1.69K | ﹤0.01% | 931 |
|
|
2019
Q4 | $884K | Buy |
16,072
+248
| +2% | +$13.6K | ﹤0.01% | 840 |
|
|
2019
Q3 | $904K | Buy |
15,824
+968
| +7% | +$55.3K | ﹤0.01% | 799 |
|
|
2019
Q2 | $860K | Buy |
14,856
+1,127
| +8% | +$65.2K | ﹤0.01% | 816 |
|
|
2019
Q1 | $689K | Buy |
13,729
+111
| +0.8% | +$5.57K | ﹤0.01% | 886 |
|
|
2018
Q4 | $601K | Buy |
13,618
+893
| +7% | +$39.4K | ﹤0.01% | 867 |
|
|
2018
Q3 | $746K | Buy |
12,725
+120
| +1% | +$7.04K | ﹤0.01% | 877 |
|
|
2018
Q2 | $667K | Buy |
12,605
+1,098
| +10% | +$58.1K | ﹤0.01% | 926 |
|
|
2018
Q1 | $701K | Buy |
11,507
+290
| +3% | +$17.7K | ﹤0.01% | 909 |
|
|
2017
Q4 | $791K | Sell |
11,217
-988
| -8% | -$69.7K | ﹤0.01% | 839 |
|
|
2017
Q3 | $785K | Sell |
12,205
-871
| -7% | -$56K | ﹤0.01% | 818 |
|
|
2017
Q2 | $838K | Buy |
13,076
+5
| +0% | +$320 | ﹤0.01% | 767 |
|
|
2017
Q1 | $825K | Sell |
13,071
-424
| -3% | -$26.8K | ﹤0.01% | 741 |
|
|
2016
Q4 | $781K | Buy |
13,495
+1,316
| +11% | +$76.2K | ﹤0.01% | 721 |
|
|
2016
Q3 | $627K | Buy |
12,179
+2,170
| +22% | +$112K | ﹤0.01% | 776 |
|
|
2016
Q2 | $411K | Buy |
10,009
+363
| +4% | +$14.9K | ﹤0.01% | 874 |
|
|
2016
Q1 | $381K | Buy |
9,646
+396
| +4% | +$15.6K | ﹤0.01% | 864 |
|
|
2015
Q4 | $416K | Buy |
9,250
+353
| +4% | +$15.9K | ﹤0.01% | 844 |
|
|
2015
Q3 | $421K | Buy |
+8,897
| New | +$421K | ﹤0.01% | 799 |
|
|
2015
Q2 | – | Sell |
-8,703
| Closed | -$447K | – | 2346 |
|
|
2015
Q1 | $447K | Buy |
8,703
+611
| +8% | +$31.4K | ﹤0.01% | 786 |
|
|
2014
Q4 | $420K | Buy |
8,092
+1,133
| +16% | +$58.8K | ﹤0.01% | 762 |
|
|
2014
Q3 | $365K | Sell |
6,959
-385
| -5% | -$20.2K | ﹤0.01% | 779 |
|
|
2014
Q2 | $371K | Sell |
7,344
-946
| -11% | -$47.8K | ﹤0.01% | 758 |
|
|
2014
Q1 | $381K | Buy |
8,290
+992
| +14% | +$45.6K | 0.01% | 732 |
|
|
2013
Q4 | $360K | Sell |
7,298
-1,152
| -14% | -$56.8K | 0.01% | 624 |
|
|
2013
Q3 | $362K | Buy |
8,450
+2,521
| +43% | +$108K | 0.01% | 535 |
|
|
2013
Q2 | $222K | Buy |
+5,929
| New | +$222K | 0.01% | 650 |
|