Creative Planning’s Applied Digital APLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$525K Buy
52,103
+19,989
+62% +$201K ﹤0.01% 2427
2025
Q1
$180K Buy
32,114
+16,401
+104% +$92.2K ﹤0.01% 3101
2024
Q4
$120K Buy
+15,713
New +$120K ﹤0.01% 3112
2023
Q3
Sell
-1,082,050
Closed -$10.1M 2819
2023
Q2
$10.1M Sell
1,082,050
-251,520
-19% -$2.35M 0.01% 348
2023
Q1
$2.99M Buy
+1,333,570
New +$2.99M ﹤0.01% 640