Creative Planning’s Argan AGX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.6M | Buy |
16,309
+1,826
| +13% | +$403K | ﹤0.01% | 928 |
|
2025
Q1 | $1.9M | Buy |
14,483
+974
| +7% | +$128K | ﹤0.01% | 1200 |
|
2024
Q4 | $1.85M | Buy |
13,509
+2,893
| +27% | +$396K | ﹤0.01% | 1176 |
|
2024
Q3 | $1.08M | Buy |
10,616
+521
| +5% | +$52.8K | ﹤0.01% | 1461 |
|
2024
Q2 | $739K | Buy |
10,095
+4,179
| +71% | +$306K | ﹤0.01% | 1626 |
|
2024
Q1 | $299K | Buy |
5,916
+1,346
| +29% | +$68K | ﹤0.01% | 2246 |
|
2023
Q4 | $214K | Buy |
+4,570
| New | +$214K | ﹤0.01% | 2357 |
|
2017
Q3 | – | Sell |
-1,915
| Closed | -$115K | – | 1887 |
|
2017
Q2 | $115K | Sell |
1,915
-665
| -26% | -$39.9K | ﹤0.01% | 1879 |
|
2017
Q1 | $171K | Buy |
2,580
+2,480
| +2,480% | +$164K | ﹤0.01% | 1573 |
|
2016
Q4 | $7K | Sell |
100
-813
| -89% | -$56.9K | ﹤0.01% | 3671 |
|
2016
Q3 | $54K | Buy |
913
+813
| +813% | +$48.1K | ﹤0.01% | 2279 |
|
2016
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 3646 |
|
2016
Q1 | – | Sell |
-685
| Closed | -$22K | – | 4181 |
|
2015
Q4 | $22K | Buy |
+685
| New | +$22K | ﹤0.01% | 2731 |
|