Creative Planning’s BGC Group BGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Buy |
27,946
+9,229
| +49% | +$94.4K | ﹤0.01% | 2928 |
|
|
2025
Q1 | $172K | Buy |
18,717
+499
| +3% | +$4.58K | ﹤0.01% | 3117 |
|
|
2024
Q4 | $165K | Buy |
18,218
+1,575
| +9% | +$14.3K | ﹤0.01% | 3022 |
|
|
2024
Q3 | $153K | Sell |
16,643
-1,763
| -10% | -$16.2K | ﹤0.01% | 2928 |
|
|
2024
Q2 | $153K | Buy |
18,406
+942
| +5% | +$7.82K | ﹤0.01% | 2733 |
|
|
2024
Q1 | $136K | Buy |
17,464
+1,497
| +9% | +$11.6K | ﹤0.01% | 2643 |
|
|
2023
Q4 | $115K | Buy |
15,967
+1,158
| +8% | +$8.36K | ﹤0.01% | 2542 |
|
|
2023
Q3 | $78.2K | Sell |
14,809
-44,322
| -75% | -$234K | ﹤0.01% | 2411 |
|
|
2023
Q2 | $262K | Buy |
59,131
+131
| +0.2% | +$580 | ﹤0.01% | 2004 |
|
|
2023
Q1 | $309K | Sell |
59,000
-2,480
| -4% | -$13K | ﹤0.01% | 1795 |
|
|
2022
Q4 | $232K | Buy |
61,480
+2,408
| +4% | +$9.08K | ﹤0.01% | 1907 |
|
|
2022
Q3 | $185K | Sell |
59,072
-2,341
| -4% | -$7.33K | ﹤0.01% | 1921 |
|
|
2022
Q2 | $207K | Buy |
61,413
+864
| +1% | +$2.91K | ﹤0.01% | 1853 |
|
|
2022
Q1 | $266K | Hold |
60,549
| – | – | ﹤0.01% | 1709 |
|
|
2021
Q4 | $282K | Hold |
60,549
| – | – | ﹤0.01% | 1666 |
|
|
2021
Q3 | $315K | Sell |
60,549
-45,000
| -43% | -$234K | ﹤0.01% | 1560 |
|
|
2021
Q2 | $598K | Buy |
105,549
+90,000
| +579% | +$510K | ﹤0.01% | 1176 |
|
|
2021
Q1 | $75K | Hold |
15,549
| – | – | ﹤0.01% | 2222 |
|
|
2020
Q4 | $62K | Sell |
15,549
-4,000
| -20% | -$16K | ﹤0.01% | 2012 |
|
|
2020
Q3 | $47K | Sell |
19,549
-600
| -3% | -$1.44K | ﹤0.01% | 1855 |
|
|
2020
Q2 | $55K | Sell |
20,149
-66
| -0.3% | -$180 | ﹤0.01% | 1718 |
|
|
2020
Q1 | $51K | Buy |
20,215
+4,190
| +26% | +$10.6K | ﹤0.01% | 1601 |
|
|
2019
Q4 | $95K | Sell |
16,025
-1,850
| -10% | -$11K | ﹤0.01% | 1738 |
|
|
2019
Q3 | $98K | Buy |
17,875
+1,066
| +6% | +$5.84K | ﹤0.01% | 1708 |
|
|
2019
Q2 | $88K | Sell |
16,809
-9,000
| -35% | -$47.1K | ﹤0.01% | 1739 |
|
|
2019
Q1 | $137K | Buy |
25,809
+2,135
| +9% | +$11.3K | ﹤0.01% | 1639 |
|
|
2018
Q4 | $122K | Sell |
23,674
-12,861
| -35% | -$66.3K | ﹤0.01% | 1597 |
|
|
2018
Q3 | $278K | Sell |
36,535
-2,300
| -6% | -$17.5K | ﹤0.01% | 1440 |
|
|
2018
Q2 | $283K | Sell |
38,835
-5,507
| -12% | -$40.1K | ﹤0.01% | 1398 |
|
|
2018
Q1 | $384K | Sell |
44,342
-2,788
| -6% | -$24.1K | ﹤0.01% | 1204 |
|
|
2017
Q4 | $458K | Buy |
47,130
+6,820
| +17% | +$66.3K | ﹤0.01% | 1124 |
|
|
2017
Q3 | $375K | Hold |
40,310
| – | – | ﹤0.01% | 1186 |
|
|
2017
Q2 | $328K | Buy |
40,310
+16,114
| +67% | +$131K | ﹤0.01% | 1225 |
|
|
2017
Q1 | $177K | Buy |
24,196
+655
| +3% | +$4.79K | ﹤0.01% | 1552 |
|
|
2016
Q4 | $155K | Hold |
23,541
| – | – | ﹤0.01% | 1547 |
|
|
2016
Q3 | $132K | Buy |
23,541
+4,670
| +25% | +$26.2K | ﹤0.01% | 1648 |
|
|
2016
Q2 | $106K | Buy |
18,871
+311
| +2% | +$1.75K | ﹤0.01% | 1634 |
|
|
2016
Q1 | $108K | Sell |
18,560
-2,333
| -11% | -$13.6K | ﹤0.01% | 1562 |
|
|
2015
Q4 | $132K | Buy |
20,893
+7,775
| +59% | +$49.1K | ﹤0.01% | 1461 |
|
|
2015
Q3 | $69K | Buy |
+13,118
| New | +$69K | ﹤0.01% | 1813 |
|
|
2015
Q2 | – | Sell |
-3,948
| Closed | -$24K | – | 1241 |
|
|
2015
Q1 | $24K | Sell |
3,948
-933
| -19% | -$5.67K | ﹤0.01% | 2557 |
|
|
2014
Q4 | $29K | Buy |
4,881
+3,654
| +298% | +$21.7K | ﹤0.01% | 2350 |
|
|
2014
Q3 | $6K | Buy |
1,227
+498
| +68% | +$2.44K | ﹤0.01% | 3128 |
|
|
2014
Q2 | $3K | Buy |
729
+51
| +8% | +$210 | ﹤0.01% | 3292 |
|
|
2014
Q1 | $3K | Sell |
678
-9,428
| -93% | -$41.7K | ﹤0.01% | 3161 |
|
|
2013
Q4 | $39K | Buy |
10,106
+8,551
| +550% | +$33K | ﹤0.01% | 1761 |
|
|
2013
Q3 | $6K | Buy |
1,555
+1,322
| +567% | +$5.1K | ﹤0.01% | 2653 |
|
|
2013
Q2 | $1K | Buy |
+233
| New | +$1K | ﹤0.01% | 2926 |
|