Creative Planning’s AllianceBernstein AB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $599K | Buy |
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|
2025
Q1 | $470K | Sell |
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|
2024
Q4 | $557K | Buy |
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|
2024
Q3 | $524K | Buy |
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|
2024
Q2 | $491K | Buy |
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|
2024
Q1 | $416K | Buy |
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|
2023
Q4 | $344K | Buy |
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|
2023
Q3 | $313K | Sell |
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|
2023
Q2 | $513K | Sell |
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|
2023
Q1 | $587K | Sell |
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|
2022
Q4 | $579K | Buy |
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|
2022
Q3 | $562K | Sell |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $787K | Buy |
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|
2021
Q4 | $642K | Buy |
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|
2021
Q3 | $514K | Buy |
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|
2021
Q2 | $480K | Sell |
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|
2021
Q1 | $751K | Sell |
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|
2020
Q4 | $847K | Buy |
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|
2020
Q3 | $644K | Buy |
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|
2020
Q2 | $627K | Sell |
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|
2020
Q1 | $457K | Sell |
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|
2019
Q4 | $796K | Buy |
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|
2019
Q3 | $720K | Buy |
|
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|
2019
Q2 | $492K | Sell |
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|
2019
Q1 | $486K | Buy |
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|
2018
Q4 | $353K | Sell |
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|
2018
Q3 | $409K | Sell |
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|
2018
Q2 | $442K | Buy |
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|
2018
Q1 | $406K | Sell |
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|
2017
Q4 | $441K | Sell |
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|
2017
Q3 | $446K | Sell |
|
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|
2017
Q2 | $518K | Buy |
|
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|
2017
Q1 | $415K | Buy |
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|
2016
Q4 | $399K | Buy |
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|
2016
Q3 | $360K | Buy |
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|
2016
Q2 | $326K | Buy |
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|
2016
Q1 | $259K | Sell |
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|
2015
Q4 | $470K | Buy |
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|
2015
Q3 | $258K | Sell |
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|
2015
Q2 | $334K | Sell |
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|
2015
Q1 | $443K | Buy |
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|
2014
Q4 | $265K | Buy |
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|
2014
Q3 | $260K | Buy |
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|
2014
Q2 | $105K | Sell |
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|
2014
Q1 | $118K | Sell |
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|
2013
Q4 | $114K | Sell |
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|
2013
Q3 | $131K | Buy |
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|
2013
Q2 | $90K | Buy |
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