Creative Planning’s Albemarle ALB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $673K | Sell |
10,737
-5,691
| -35% | -$357K | ﹤0.01% | 2198 |
|
2025
Q1 | $1.18M | Sell |
16,428
-4,182
| -20% | -$301K | ﹤0.01% | 1581 |
|
2024
Q4 | $1.77M | Sell |
20,610
-2,322
| -10% | -$200K | ﹤0.01% | 1209 |
|
2024
Q3 | $2.17M | Sell |
22,932
-16,691
| -42% | -$1.58M | ﹤0.01% | 1019 |
|
2024
Q2 | $3.78M | Buy |
39,623
+24,704
| +166% | +$2.36M | ﹤0.01% | 719 |
|
2024
Q1 | $1.97M | Buy |
14,919
+871
| +6% | +$115K | ﹤0.01% | 959 |
|
2023
Q4 | $2.03M | Sell |
14,048
-9,589
| -41% | -$1.39M | ﹤0.01% | 910 |
|
2023
Q3 | $4.02M | Buy |
23,637
+13,183
| +126% | +$2.24M | 0.01% | 593 |
|
2023
Q2 | $2.33M | Buy |
10,454
+2,725
| +35% | +$608K | ﹤0.01% | 747 |
|
2023
Q1 | $1.71M | Sell |
7,729
-408
| -5% | -$90.2K | ﹤0.01% | 838 |
|
2022
Q4 | $1.76M | Buy |
8,137
+583
| +8% | +$126K | ﹤0.01% | 793 |
|
2022
Q3 | $2M | Buy |
7,554
+409
| +6% | +$108K | ﹤0.01% | 698 |
|
2022
Q2 | $1.49M | Buy |
7,145
+2,535
| +55% | +$530K | ﹤0.01% | 803 |
|
2022
Q1 | $1.02M | Sell |
4,610
-943
| -17% | -$209K | ﹤0.01% | 969 |
|
2021
Q4 | $1.3M | Buy |
5,553
+676
| +14% | +$158K | ﹤0.01% | 839 |
|
2021
Q3 | $1.07M | Sell |
4,877
-266
| -5% | -$58.3K | ﹤0.01% | 914 |
|
2021
Q2 | $866K | Sell |
5,143
-1,479
| -22% | -$249K | ﹤0.01% | 1001 |
|
2021
Q1 | $968K | Sell |
6,622
-172
| -3% | -$25.1K | ﹤0.01% | 1030 |
|
2020
Q4 | $1M | Buy |
6,794
+2,514
| +59% | +$371K | ﹤0.01% | 935 |
|
2020
Q3 | $382K | Buy |
+4,280
| New | +$382K | ﹤0.01% | 1253 |
|
2020
Q2 | – | Sell |
-4,010
| Closed | -$226K | – | 1820 |
|
2020
Q1 | $226K | Buy |
4,010
+146
| +4% | +$8.23K | ﹤0.01% | 1315 |
|
2019
Q4 | $282K | Sell |
3,864
-385
| -9% | -$28.1K | ﹤0.01% | 1427 |
|
2019
Q3 | $295K | Buy |
4,249
+457
| +12% | +$31.7K | ﹤0.01% | 1363 |
|
2019
Q2 | $267K | Buy |
3,792
+217
| +6% | +$15.3K | ﹤0.01% | 1431 |
|
2019
Q1 | $293K | Sell |
3,575
-876
| -20% | -$71.8K | ﹤0.01% | 1324 |
|
2018
Q4 | $343K | Buy |
4,451
+242
| +6% | +$18.6K | ﹤0.01% | 1152 |
|
2018
Q3 | $420K | Buy |
4,209
+132
| +3% | +$13.2K | ﹤0.01% | 1178 |
|
2018
Q2 | $385K | Sell |
4,077
-692
| -15% | -$65.3K | ﹤0.01% | 1209 |
|
2018
Q1 | $442K | Sell |
4,769
-1,795
| -27% | -$166K | ﹤0.01% | 1129 |
|
2017
Q4 | $839K | Buy |
6,564
+2,723
| +71% | +$348K | ﹤0.01% | 816 |
|
2017
Q3 | $524K | Buy |
3,841
+335
| +10% | +$45.7K | ﹤0.01% | 1030 |
|
2017
Q2 | $370K | Buy |
3,506
+359
| +11% | +$37.9K | ﹤0.01% | 1162 |
|
2017
Q1 | $332K | Buy |
3,147
+1,952
| +163% | +$206K | ﹤0.01% | 1197 |
|
2016
Q4 | $103K | Sell |
1,195
-33
| -3% | -$2.84K | ﹤0.01% | 1826 |
|
2016
Q3 | $105K | Buy |
1,228
+177
| +17% | +$15.1K | ﹤0.01% | 1799 |
|
2016
Q2 | $83K | Buy |
1,051
+66
| +7% | +$5.21K | ﹤0.01% | 1783 |
|
2016
Q1 | $63K | Sell |
985
-48
| -5% | -$3.07K | ﹤0.01% | 1918 |
|
2015
Q4 | $58K | Sell |
1,033
-128
| -11% | -$7.19K | ﹤0.01% | 1970 |
|
2015
Q3 | $51K | Buy |
+1,161
| New | +$51K | ﹤0.01% | 2013 |
|
2015
Q2 | – | Sell |
-1,808
| Closed | -$96K | – | 1114 |
|
2015
Q1 | $96K | Buy |
1,808
+1,270
| +236% | +$67.4K | ﹤0.01% | 1583 |
|
2014
Q4 | $32K | Buy |
538
+88
| +20% | +$5.23K | ﹤0.01% | 2277 |
|
2014
Q3 | $27K | Buy |
+450
| New | +$27K | ﹤0.01% | 2291 |
|
2014
Q1 | – | Sell |
-34
| Closed | -$2K | – | 3498 |
|
2013
Q4 | $2K | Sell |
34
-223
| -87% | -$13.1K | ﹤0.01% | 3077 |
|
2013
Q3 | $16K | Buy |
257
+223
| +656% | +$13.9K | ﹤0.01% | 2205 |
|
2013
Q2 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 2806 |
|