Creative Planning’s Associated Banc-Corp ASB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Sell |
86,029
-29,473
| -26% | -$719K | ﹤0.01% | 1273 |
|
|
2025
Q1 | $2.6M | Buy |
115,502
+48,746
| +73% | +$1.1M | ﹤0.01% | 1011 |
|
|
2024
Q4 | $1.6M | Buy |
66,756
+34,868
| +109% | +$833K | ﹤0.01% | 1285 |
|
|
2024
Q3 | $687K | Buy |
31,888
+2,244
| +8% | +$48.3K | ﹤0.01% | 1834 |
|
|
2024
Q2 | $627K | Buy |
29,644
+1,610
| +6% | +$34.1K | ﹤0.01% | 1766 |
|
|
2024
Q1 | $603K | Sell |
28,034
-5,490
| -16% | -$118K | ﹤0.01% | 1704 |
|
|
2023
Q4 | $717K | Buy |
33,524
+5,997
| +22% | +$128K | ﹤0.01% | 1453 |
|
|
2023
Q3 | $471K | Buy |
27,527
+6,529
| +31% | +$112K | ﹤0.01% | 1597 |
|
|
2023
Q2 | $341K | Buy |
20,998
+4,491
| +27% | +$72.9K | ﹤0.01% | 1804 |
|
|
2023
Q1 | $297K | Buy |
16,507
+846
| +5% | +$15.2K | ﹤0.01% | 1824 |
|
|
2022
Q4 | $362K | Buy |
15,661
+4,507
| +40% | +$104K | ﹤0.01% | 1595 |
|
|
2022
Q3 | $224K | Buy |
+11,154
| New | +$224K | ﹤0.01% | 1821 |
|
|
2021
Q3 | – | Sell |
-14,330
| Closed | -$293K | – | 2057 |
|
|
2021
Q2 | $293K | Buy |
14,330
+53
| +0.4% | +$1.08K | ﹤0.01% | 1573 |
|
|
2021
Q1 | $305K | Buy |
14,277
+1,502
| +12% | +$32.1K | ﹤0.01% | 1761 |
|
|
2020
Q4 | $218K | Buy |
12,775
+355
| +3% | +$6.06K | ﹤0.01% | 1801 |
|
|
2020
Q3 | $157K | Buy |
+12,420
| New | +$157K | ﹤0.01% | 1709 |
|
|
2017
Q3 | – | Sell |
-1,853
| Closed | -$47K | – | 1961 |
|
|
2017
Q2 | $47K | Hold |
1,853
| – | – | ﹤0.01% | 2534 |
|
|
2017
Q1 | $45K | Buy |
1,853
+450
| +32% | +$10.9K | ﹤0.01% | 2526 |
|
|
2016
Q4 | $35K | Buy |
1,403
+303
| +28% | +$7.56K | ﹤0.01% | 2642 |
|
|
2016
Q3 | $22K | Hold |
1,100
| – | – | ﹤0.01% | 2959 |
|
|
2016
Q2 | $19K | Sell |
1,100
-439
| -29% | -$7.58K | ﹤0.01% | 2796 |
|
|
2016
Q1 | $28K | Hold |
1,539
| – | – | ﹤0.01% | 2494 |
|
|
2015
Q4 | $29K | Sell |
1,539
-100
| -6% | -$1.88K | ﹤0.01% | 2534 |
|
|
2015
Q3 | $29K | Buy |
+1,639
| New | +$29K | ﹤0.01% | 2422 |
|
|
2015
Q2 | – | Sell |
-1,200
| Closed | -$22K | – | 1172 |
|
|
2015
Q1 | $22K | Hold |
1,200
| – | – | ﹤0.01% | 2613 |
|
|
2014
Q4 | $22K | Hold |
1,200
| – | – | ﹤0.01% | 2547 |
|
|
2014
Q3 | $21K | Buy |
1,200
+1,100
| +1,100% | +$19.3K | ﹤0.01% | 2479 |
|
|
2014
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 3385 |
|
|
2014
Q1 | $2K | Sell |
100
-1,089
| -92% | -$21.8K | ﹤0.01% | 3249 |
|
|
2013
Q4 | $21K | Sell |
1,189
-870
| -42% | -$15.4K | ﹤0.01% | 2148 |
|
|
2013
Q3 | $32K | Hold |
2,059
| – | – | ﹤0.01% | 1791 |
|
|
2013
Q2 | $32K | Buy |
+2,059
| New | +$32K | ﹤0.01% | 1635 |
|