Creative Planning’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.44M | Buy |
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|
2025
Q1 | $6.41M | Buy |
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|
2024
Q4 | $4.88M | Buy |
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|
2024
Q3 | $3.78M | Buy |
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|
2024
Q2 | $2.98M | Buy |
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|
2024
Q1 | $2.32M | Buy |
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|
2023
Q4 | $1.61M | Sell |
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|
2023
Q3 | $1.94M | Buy |
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|
2023
Q2 | $1.8M | Buy |
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|
2023
Q1 | $1.26M | Sell |
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|
2022
Q4 | $1.44M | Buy |
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|
2022
Q3 | $1.01M | Sell |
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|
2022
Q2 | $1.21M | Sell |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $491K | Sell |
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|
2021
Q3 | $1.85M | Buy |
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|
2021
Q2 | $1.6M | Buy |
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|
2021
Q1 | $598K | Buy |
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|
2020
Q4 | $418K | Sell |
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|
2020
Q3 | $264K | Buy |
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|
2020
Q2 | $257K | Buy |
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|
2020
Q1 | $195K | Sell |
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|
2019
Q4 | $426K | Sell |
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|
2019
Q3 | $495K | Sell |
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|
2019
Q2 | $595K | Buy |
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|
2019
Q1 | $606K | Sell |
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|
2018
Q4 | $605K | Sell |
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|
2018
Q3 | $749K | Buy |
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|
2018
Q2 | $806K | Buy |
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|
2018
Q1 | $946K | Sell |
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|
2017
Q4 | $961K | Buy |
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|
2017
Q3 | $733K | Buy |
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|
2017
Q2 | $630K | Sell |
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|
2017
Q1 | $693K | Sell |
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|
2016
Q4 | $736K | Sell |
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|
2016
Q3 | $809K | Buy |
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|
2016
Q2 | $698K | Buy |
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|
2016
Q1 | $72K | Sell |
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|
2015
Q4 | $154K | Sell |
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|
2015
Q3 | $178K | Sell |
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|
2015
Q2 | $1.86M | Buy |
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|
2015
Q1 | $468K | Buy |
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|
2014
Q4 | $198K | Buy |
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|
2014
Q3 | $137K | Buy |
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|
2014
Q2 | $132K | Buy |
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|
2014
Q1 | $122K | Hold |
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|
2013
Q4 | $140K | Hold |
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|
2013
Q3 | $132K | Sell |
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|
2013
Q2 | $141K | Buy |
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