Creative Planning’s Applied Optoelectronics AAOI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,104
| Closed | -$262K | – | 3425 |
|
|
2024
Q4 | $262K | Buy |
+7,104
| New | +$262K | ﹤0.01% | 2769 |
|
|
2018
Q3 | – | Sell |
-4,835
| Closed | -$217K | – | 1931 |
|
|
2018
Q2 | $217K | Sell |
4,835
-14,830
| -75% | -$666K | ﹤0.01% | 1574 |
|
|
2018
Q1 | $493K | Buy |
19,665
+775
| +4% | +$19.4K | ﹤0.01% | 1085 |
|
|
2017
Q4 | $714K | Sell |
18,890
-2,249
| -11% | -$85K | ﹤0.01% | 878 |
|
|
2017
Q3 | $1.37M | Sell |
21,139
-33,591
| -61% | -$2.17M | 0.01% | 579 |
|
|
2017
Q2 | $3.38M | Buy |
54,730
+28,875
| +112% | +$1.78M | 0.02% | 297 |
|
|
2017
Q1 | $1.45M | Buy |
+25,855
| New | +$1.45M | 0.01% | 531 |
|
|
2016
Q2 | – | Sell |
-1,200
| Closed | -$18K | – | 4181 |
|
|
2016
Q1 | $18K | Hold |
1,200
| – | – | ﹤0.01% | 2796 |
|
|
2015
Q4 | $21K | Sell |
1,200
-5,585
| -82% | -$97.7K | ﹤0.01% | 2763 |
|
|
2015
Q3 | $127K | Buy |
+6,785
| New | +$127K | ﹤0.01% | 1439 |
|