Creative Planning’s Atlanticus Holdings ATLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-392
| Closed | -$21.9K | – | 3456 |
|
|
2024
Q4 | $21.9K | Buy |
+392
| New | +$21.9K | ﹤0.01% | 3315 |
|
|
2015
Q2 | – | Sell |
-1,000
| Closed | -$2K | – | 1184 |
|
|
2015
Q1 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 3745 |
|
|
2014
Q4 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 3701 |
|
|
2014
Q3 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 3541 |
|
|
2014
Q2 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 3289 |
|
|
2014
Q1 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 3252 |
|
|
2013
Q4 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 2894 |
|
|
2013
Q3 | $4K | Buy |
+1,000
| New | +$4K | ﹤0.01% | 2783 |
|