Creative Planning’s Akebia Therapeutics AKBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
283,330
+53,660
| +23% | +$195K | ﹤0.01% | 1818 |
|
|
2025
Q1 | $441K | Buy |
229,670
+63,367
| +38% | +$122K | ﹤0.01% | 2394 |
|
|
2024
Q4 | $316K | Buy |
166,303
+50,131
| +43% | +$95.2K | ﹤0.01% | 2610 |
|
|
2024
Q3 | $153K | Buy |
116,172
+5,482
| +5% | +$7.24K | ﹤0.01% | 2927 |
|
|
2024
Q2 | $113K | Hold |
110,690
| – | – | ﹤0.01% | 2804 |
|
|
2024
Q1 | $203K | Hold |
110,690
| – | – | ﹤0.01% | 2552 |
|
|
2023
Q4 | $137K | Buy |
110,690
+262
| +0.2% | +$325 | ﹤0.01% | 2514 |
|
|
2023
Q3 | $126K | Buy |
+110,428
| New | +$126K | ﹤0.01% | 2345 |
|
|
2021
Q2 | – | Sell |
-14,653
| Closed | -$50K | – | 1987 |
|
|
2021
Q1 | $50K | Sell |
14,653
-30,999
| -68% | -$106K | ﹤0.01% | 2261 |
|
|
2020
Q4 | $128K | Buy |
45,652
+32,000
| +234% | +$89.7K | ﹤0.01% | 1941 |
|
|
2020
Q3 | $34K | Buy |
13,652
+782
| +6% | +$1.95K | ﹤0.01% | 1883 |
|
|
2020
Q2 | $175K | Hold |
12,870
| – | – | ﹤0.01% | 1543 |
|
|
2020
Q1 | $98K | Hold |
12,870
| – | – | ﹤0.01% | 1516 |
|
|
2019
Q4 | $81K | Sell |
12,870
-3,692
| -22% | -$23.2K | ﹤0.01% | 1759 |
|
|
2019
Q3 | $65K | Sell |
16,562
-474
| -3% | -$1.86K | ﹤0.01% | 1748 |
|
|
2019
Q2 | $82K | Sell |
17,036
-307
| -2% | -$1.48K | ﹤0.01% | 1748 |
|
|
2019
Q1 | $142K | Sell |
17,343
-2,245
| -11% | -$18.4K | ﹤0.01% | 1631 |
|
|
2018
Q4 | $108K | Buy |
19,588
+8,938
| +84% | +$49.3K | ﹤0.01% | 1611 |
|
|
2018
Q3 | $94K | Hold |
10,650
| – | – | ﹤0.01% | 1781 |
|
|
2018
Q2 | $106K | Sell |
10,650
-15,720
| -60% | -$156K | ﹤0.01% | 1743 |
|
|
2018
Q1 | $251K | Buy |
26,370
+15,720
| +148% | +$150K | ﹤0.01% | 1448 |
|
|
2017
Q4 | $158K | Hold |
10,650
| – | – | ﹤0.01% | 1656 |
|
|
2017
Q3 | $209K | Hold |
10,650
| – | – | ﹤0.01% | 1566 |
|
|
2017
Q2 | $153K | Buy |
10,650
+300
| +3% | +$4.31K | ﹤0.01% | 1665 |
|
|
2017
Q1 | $95K | Sell |
10,350
-500
| -5% | -$4.59K | ﹤0.01% | 1981 |
|
|
2016
Q4 | $113K | Sell |
10,850
-26,500
| -71% | -$276K | ﹤0.01% | 1769 |
|
|
2016
Q3 | $338K | Hold |
37,350
| – | – | ﹤0.01% | 1112 |
|
|
2016
Q2 | $279K | Sell |
37,350
-12,650
| -25% | -$94.5K | ﹤0.01% | 1085 |
|
|
2016
Q1 | $451K | Buy |
50,000
+25,000
| +100% | +$226K | ﹤0.01% | 787 |
|
|
2015
Q4 | $323K | Buy |
25,000
+20,000
| +400% | +$258K | ﹤0.01% | 949 |
|
|
2015
Q3 | $48K | Buy |
+5,000
| New | +$48K | ﹤0.01% | 2053 |
|