CPC
DDS icon

Consolidated Planning Corp’s Dillards DDS Stock Holding History

Consolidated Planning Corp’s Portfolio DDS Stock Details DDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.94M Buy
+3,387
New +$2.11M 0.31% 60
2025
Q3 		– Sell
-2,268
Closed -$948K – 198
2025
Q2 		$948K Sell
2,268
-56
-2% -$20.9K 0.12% 118
2025
Q1 		$832K Buy
2,324
+810
+54% +$349K 0.11% 119
2024
Q4 		$654K Buy
1,514
+919
+154% +$377K 0.09% 118
2024
Q3 		$228K Sell
595
-639
-52% -$244K 0.03% 183
2024
Q2 		$544K Buy
1,234
+388
+46% +$168K 0.09% 110
2024
Q1 		$399K Sell
846
-171
-17% -$70.1K 0.07% 117
2023
Q4 		$410K Buy
1,017
+394
+63% +$134K 0.08% 111
2023
Q3 		$206K Buy
+623
New +$206K 0.05% 152

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