Creative Planning’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Sell |
86,098
-32,333
| -27% | -$717K | ﹤0.01% | 1347 |
|
|
2025
Q1 | $2.72M | Sell |
118,431
-15,106
| -11% | -$347K | ﹤0.01% | 996 |
|
|
2024
Q4 | $3.1M | Buy |
133,537
+74,066
| +125% | +$1.72M | ﹤0.01% | 880 |
|
|
2024
Q3 | $2.07M | Buy |
59,471
+3,372
| +6% | +$117K | ﹤0.01% | 1039 |
|
|
2024
Q2 | $1.82M | Buy |
56,099
+30,125
| +116% | +$975K | ﹤0.01% | 1035 |
|
|
2024
Q1 | $883K | Sell |
25,974
-11,171
| -30% | -$380K | ﹤0.01% | 1405 |
|
|
2023
Q4 | $1.46M | Buy |
37,145
+10,187
| +38% | +$401K | ﹤0.01% | 1048 |
|
|
2023
Q3 | $1.03M | Sell |
26,958
-7,592
| -22% | -$290K | ﹤0.01% | 1143 |
|
|
2023
Q2 | $1.58M | Buy |
34,550
+10,849
| +46% | +$495K | ﹤0.01% | 919 |
|
|
2023
Q1 | $1.06M | Sell |
23,701
-34
| -0.1% | -$1.52K | ﹤0.01% | 1046 |
|
|
2022
Q4 | $1.04M | Sell |
23,735
-3,907
| -14% | -$172K | ﹤0.01% | 1010 |
|
|
2022
Q3 | $1.16M | Buy |
27,642
+4,851
| +21% | +$203K | ﹤0.01% | 906 |
|
|
2022
Q2 | $1.12M | Buy |
22,791
+22
| +0.1% | +$1.08K | ﹤0.01% | 921 |
|
|
2022
Q1 | $1.26M | Buy |
22,769
+7,351
| +48% | +$408K | ﹤0.01% | 878 |
|
|
2021
Q4 | $802K | Buy |
15,418
+827
| +6% | +$43K | ﹤0.01% | 1055 |
|
|
2021
Q3 | $730K | Buy |
14,591
+4,092
| +39% | +$205K | ﹤0.01% | 1099 |
|
|
2021
Q2 | $518K | Sell |
10,499
-2,804
| -21% | -$138K | ﹤0.01% | 1258 |
|
|
2021
Q1 | $600K | Sell |
13,303
-1,506
| -10% | -$67.9K | ﹤0.01% | 1288 |
|
|
2020
Q4 | $634K | Buy |
14,809
+3,963
| +37% | +$170K | ﹤0.01% | 1161 |
|
|
2020
Q3 | $450K | Sell |
10,846
-983
| -8% | -$40.8K | ﹤0.01% | 1169 |
|
|
2020
Q2 | $494K | Sell |
11,829
-185
| -2% | -$7.73K | ﹤0.01% | 1027 |
|
|
2020
Q1 | $491K | Sell |
12,014
-4,133
| -26% | -$169K | ﹤0.01% | 949 |
|
|
2019
Q4 | $748K | Buy |
16,147
+3,828
| +31% | +$177K | ﹤0.01% | 917 |
|
|
2019
Q3 | $596K | Buy |
12,319
+2,414
| +24% | +$117K | ﹤0.01% | 967 |
|
|
2019
Q2 | $450K | Sell |
9,905
-8,694
| -47% | -$395K | ﹤0.01% | 1136 |
|
|
2019
Q1 | $826K | Sell |
18,599
-498
| -3% | -$22.1K | ﹤0.01% | 797 |
|
|
2018
Q4 | $755K | Buy |
19,097
+818
| +4% | +$32.3K | ﹤0.01% | 777 |
|
|
2018
Q3 | $741K | Buy |
18,279
+1,858
| +11% | +$75.3K | ﹤0.01% | 880 |
|
|
2018
Q2 | $665K | Buy |
16,421
+1,010
| +7% | +$40.9K | ﹤0.01% | 927 |
|
|
2018
Q1 | $663K | Buy |
15,411
+32
| +0.2% | +$1.38K | ﹤0.01% | 931 |
|
|
2017
Q4 | $738K | Sell |
15,379
-21
| -0.1% | -$1.01K | ﹤0.01% | 860 |
|
|
2017
Q3 | $721K | Buy |
15,400
+3,023
| +24% | +$142K | ﹤0.01% | 855 |
|
|
2017
Q2 | $557K | Sell |
12,377
-22
| -0.2% | -$990 | ﹤0.01% | 957 |
|
|
2017
Q1 | $549K | Sell |
12,399
-1,177
| -9% | -$52.1K | ﹤0.01% | 938 |
|
|
2016
Q4 | $587K | Buy |
13,576
+542
| +4% | +$23.4K | ﹤0.01% | 852 |
|
|
2016
Q3 | $602K | Buy |
13,034
+2,822
| +28% | +$130K | ﹤0.01% | 796 |
|
|
2016
Q2 | $483K | Buy |
10,212
+395
| +4% | +$18.7K | ﹤0.01% | 794 |
|
|
2016
Q1 | $447K | Sell |
9,817
-3,565
| -27% | -$162K | ﹤0.01% | 796 |
|
|
2015
Q4 | $517K | Sell |
13,382
-438
| -3% | -$16.9K | ﹤0.01% | 735 |
|
|
2015
Q3 | $566K | Sell |
13,820
-1,989
| -13% | -$81.5K | 0.01% | 689 |
|
|
2015
Q2 | $672K | Buy |
15,809
+3,610
| +30% | +$153K | 0.01% | 581 |
|
|
2015
Q1 | $517K | Buy |
12,199
+2,186
| +22% | +$92.6K | ﹤0.01% | 726 |
|
|
2014
Q4 | $459K | Buy |
10,013
+2,241
| +29% | +$103K | ﹤0.01% | 735 |
|
|
2014
Q3 | $332K | Buy |
7,772
+2,468
| +47% | +$105K | ﹤0.01% | 816 |
|
|
2014
Q2 | $241K | Buy |
5,304
+1,996
| +60% | +$90.7K | ﹤0.01% | 936 |
|
|
2014
Q1 | $143K | Sell |
3,308
-263
| -7% | -$11.4K | ﹤0.01% | 1170 |
|
|
2013
Q4 | $155K | Buy |
3,571
+784
| +28% | +$34K | ﹤0.01% | 975 |
|
|
2013
Q3 | $119K | Sell |
2,787
-959
| -26% | -$40.9K | ﹤0.01% | 1008 |
|
|
2013
Q2 | $154K | Buy |
+3,746
| New | +$154K | ﹤0.01% | 767 |
|