Creative Planning’s BGC Group BGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $652K | Buy |
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|
2025
Q2 | $286K | Buy |
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|
2025
Q1 | $172K | Buy |
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|
2024
Q4 | $165K | Buy |
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|
2024
Q3 | $153K | Sell |
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|
2024
Q2 | $153K | Buy |
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|
2024
Q1 | $136K | Buy |
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|
2023
Q4 | $115K | Buy |
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|
2023
Q3 | $78.2K | Sell |
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|
2023
Q2 | $262K | Buy |
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|
2023
Q1 | $309K | Sell |
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|
2022
Q4 | $232K | Buy |
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|
2022
Q3 | $185K | Sell |
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|
2022
Q2 | $207K | Buy |
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|
2022
Q1 | $266K | Hold |
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|
2021
Q4 | $282K | Hold |
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|
2021
Q3 | $315K | Sell |
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|
2021
Q2 | $598K | Buy |
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|
2021
Q1 | $75K | Hold |
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|
2020
Q4 | $62K | Sell |
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|
2020
Q3 | $47K | Sell |
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|
2020
Q2 | $55K | Sell |
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|
2020
Q1 | $51K | Buy |
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|
2019
Q4 | $95K | Sell |
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|
2019
Q3 | $98K | Buy |
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|
2019
Q2 | $88K | Sell |
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|
2019
Q1 | $137K | Buy |
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|
2018
Q4 | $122K | Sell |
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|
2018
Q3 | $278K | Sell |
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|
2018
Q2 | $283K | Sell |
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|
2018
Q1 | $384K | Sell |
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|
2017
Q4 | $458K | Buy |
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|
2017
Q3 | $375K | Hold |
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|
2017
Q2 | $328K | Buy |
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|
2017
Q1 | $177K | Buy |
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|
2016
Q4 | $155K | Hold |
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|
2016
Q3 | $132K | Buy |
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|
2016
Q2 | $106K | Buy |
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|
2016
Q1 | $108K | Sell |
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|
2015
Q4 | $132K | Buy |
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|
2015
Q3 | $69K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $24K | Sell |
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|
2014
Q4 | $29K | Buy |
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|
2014
Q3 | $6K | Buy |
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|
2014
Q2 | $3K | Buy |
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|
2014
Q1 | $3K | Sell |
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|
2013
Q4 | $39K | Buy |
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|
2013
Q3 | $6K | Buy |
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|
2013
Q2 | $1K | Buy |
|