Creative Planning’s Adtran ADTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $572K | Buy |
63,774
+3,424
| +6% | +$30.7K | ﹤0.01% | 2331 |
|
|
2025
Q1 | $526K | Buy |
60,350
+513
| +0.9% | +$4.47K | ﹤0.01% | 2231 |
|
|
2024
Q4 | $498K | Buy |
59,837
+5,137
| +9% | +$42.8K | ﹤0.01% | 2220 |
|
|
2024
Q3 | $324K | Sell |
54,700
-466
| -0.8% | -$2.76K | ﹤0.01% | 2455 |
|
|
2024
Q2 | $290K | Buy |
55,166
+33,548
| +155% | +$176K | ﹤0.01% | 2368 |
|
|
2024
Q1 | $118K | Sell |
21,618
-2,777
| -11% | -$15.1K | ﹤0.01% | 2665 |
|
|
2023
Q4 | $179K | Buy |
24,395
+10,630
| +77% | +$78K | ﹤0.01% | 2458 |
|
|
2023
Q3 | $113K | Sell |
13,765
-1,786
| -11% | -$14.7K | ﹤0.01% | 2364 |
|
|
2023
Q2 | $164K | Buy |
+15,551
| New | +$164K | ﹤0.01% | 2252 |
|
|
2017
Q1 | – | Sell |
-20
| Closed | – | – | 4475 |
|
|
2016
Q4 | $0 | Buy |
+20
| New | – | ﹤0.01% | 4412 |
|