Creative Planning’s Alamos Gold AGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
41,326
+12,060
| +41% | +$320K | ﹤0.01% | 1772 |
|
|
2025
Q1 | $783K | Sell |
29,266
-1,290
| -4% | -$34.5K | ﹤0.01% | 1910 |
|
|
2024
Q4 | $563K | Buy |
30,556
+3,080
| +11% | +$56.8K | ﹤0.01% | 2110 |
|
|
2024
Q3 | $548K | Buy |
27,476
+15,113
| +122% | +$301K | ﹤0.01% | 2022 |
|
|
2024
Q2 | $194K | Buy |
12,363
+569
| +5% | +$8.92K | ﹤0.01% | 2668 |
|
|
2024
Q1 | $174K | Sell |
11,794
-3,996
| -25% | -$58.9K | ﹤0.01% | 2596 |
|
|
2023
Q4 | $213K | Sell |
15,790
-100
| -0.6% | -$1.35K | ﹤0.01% | 2365 |
|
|
2023
Q3 | $179K | Buy |
15,890
+100
| +0.6% | +$1.13K | ﹤0.01% | 2261 |
|
|
2023
Q2 | $188K | Sell |
15,790
-10
| -0.1% | -$119 | ﹤0.01% | 2222 |
|
|
2023
Q1 | $193K | Sell |
15,800
-488
| -3% | -$5.97K | ﹤0.01% | 2130 |
|
|
2022
Q4 | $165K | Buy |
+16,288
| New | +$165K | ﹤0.01% | 2053 |
|
|
2021
Q1 | – | Sell |
-20,560
| Closed | -$180K | – | 2334 |
|
|
2020
Q4 | $180K | Sell |
20,560
-100
| -0.5% | -$875 | ﹤0.01% | 1900 |
|
|
2020
Q3 | $182K | Sell |
20,660
-500
| -2% | -$4.41K | ﹤0.01% | 1673 |
|
|
2020
Q2 | $198K | Buy |
+21,160
| New | +$198K | ﹤0.01% | 1516 |
|
|
2017
Q3 | – | Sell |
-1,644
| Closed | -$12K | – | 1884 |
|
|
2017
Q2 | $12K | Sell |
1,644
-4,157
| -72% | -$30.3K | ﹤0.01% | 3453 |
|
|
2017
Q1 | $47K | Buy |
5,801
+3,270
| +129% | +$26.5K | ﹤0.01% | 2496 |
|
|
2016
Q4 | $17K | Sell |
2,531
-760
| -23% | -$5.11K | ﹤0.01% | 3124 |
|
|
2016
Q3 | $27K | Buy |
3,291
+203
| +7% | +$1.67K | ﹤0.01% | 2794 |
|
|
2016
Q2 | $27K | Buy |
3,088
+3,033
| +5,515% | +$26.5K | ﹤0.01% | 2538 |
|
|
2016
Q1 | $0 | Hold |
55
| – | – | ﹤0.01% | 4179 |
|
|
2015
Q4 | $0 | Sell |
55
-1
| -2% | – | ﹤0.01% | 4245 |
|
|
2015
Q3 | $0 | Buy |
+56
| New | – | ﹤0.01% | 4169 |
|
|
2014
Q2 | – | Sell |
-500
| Closed | -$5K | – | 3626 |
|
|
2014
Q1 | $5K | Hold |
500
| – | – | ﹤0.01% | 2987 |
|
|
2013
Q4 | $6K | Hold |
500
| – | – | ﹤0.01% | 2754 |
|
|
2013
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 2540 |
|
|
2013
Q2 | $6K | Buy |
+500
| New | +$6K | ﹤0.01% | 2459 |
|