Creative Planning’s Bel Fuse Class B BELFB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
11,267
+513
| +5% | +$50.1K | ﹤0.01% | 1767 |
|
|
2025
Q1 | $805K | Buy |
10,754
+1,819
| +20% | +$136K | ﹤0.01% | 1886 |
|
|
2024
Q4 | $737K | Buy |
8,935
+695
| +8% | +$57.3K | ﹤0.01% | 1884 |
|
|
2024
Q3 | $647K | Buy |
8,240
+2,968
| +56% | +$233K | ﹤0.01% | 1887 |
|
|
2024
Q2 | $344K | Buy |
+5,272
| New | +$344K | ﹤0.01% | 2233 |
|
|
2017
Q3 | – | Sell |
-2,115
| Closed | -$52K | – | 2022 |
|
|
2017
Q2 | $52K | Buy |
2,115
+53
| +3% | +$1.3K | ﹤0.01% | 2460 |
|
|
2017
Q1 | $53K | Buy |
2,062
+1,200
| +139% | +$30.8K | ﹤0.01% | 2411 |
|
|
2016
Q4 | $27K | Hold |
862
| – | – | ﹤0.01% | 2823 |
|
|
2016
Q3 | $21K | Hold |
862
| – | – | ﹤0.01% | 2991 |
|
|
2016
Q2 | $15K | Hold |
862
| – | – | ﹤0.01% | 2938 |
|
|
2016
Q1 | $13K | Hold |
862
| – | – | ﹤0.01% | 3010 |
|
|
2015
Q4 | $15K | Hold |
862
| – | – | ﹤0.01% | 2989 |
|
|
2015
Q3 | $17K | Buy |
+862
| New | +$17K | ﹤0.01% | 2817 |
|
|
2015
Q2 | – | Sell |
-862
| Closed | -$16K | – | 1231 |
|
|
2015
Q1 | $16K | Hold |
862
| – | – | ﹤0.01% | 2837 |
|
|
2014
Q4 | $24K | Hold |
862
| – | – | ﹤0.01% | 2492 |
|
|
2014
Q3 | $21K | Hold |
862
| – | – | ﹤0.01% | 2481 |
|
|
2014
Q2 | $22K | Hold |
862
| – | – | ﹤0.01% | 2387 |
|
|
2014
Q1 | $19K | Hold |
862
| – | – | ﹤0.01% | 2371 |
|
|
2013
Q4 | $18K | Hold |
862
| – | – | ﹤0.01% | 2237 |
|
|
2013
Q3 | $15K | Hold |
862
| – | – | ﹤0.01% | 2239 |
|
|
2013
Q2 | $12K | Buy |
+862
| New | +$12K | ﹤0.01% | 2173 |
|