Creative Planning’s Buckle BKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.42M | Buy |
87,799
+14,535
| +20% | +$753K | ﹤0.01% | 1301 |
|
|
2025
Q4 | $3.91M | Buy |
73,264
+38,576
| +111% | +$2.15M | ﹤0.01% | 1179 |
|
|
2025
Q3 | $2.03M | Buy |
34,688
+14,445
| +71% | +$781K | ﹤0.01% | 1531 |
|
|
2025
Q2 | $918K | Sell |
20,243
-722
| -3% | -$28.5K | ﹤0.01% | 1936 |
|
|
2025
Q1 | $803K | Sell |
20,965
-11,333
| -35% | -$491K | ﹤0.01% | 1894 |
|
|
2024
Q4 | $1.64M | Buy |
32,298
+4,770
| +17% | +$226K | ﹤0.01% | 1266 |
|
|
2024
Q3 | $1.21M | Buy |
27,528
+10,751
| +64% | +$441K | ﹤0.01% | 1379 |
|
|
2024
Q2 | $620K | Buy |
16,777
+2,594
| +18% | +$97.1K | ﹤0.01% | 1781 |
|
|
2024
Q1 | $571K | Sell |
14,183
-26
| -0.2% | -$1.02K | ﹤0.01% | 1761 |
|
|
2023
Q4 | $675K | Buy |
14,209
+5,393
| +61% | +$204K | ﹤0.01% | 1492 |
|
|
2023
Q3 | $294K | Buy |
8,816
+677
| +8% | +$23.8K | ﹤0.01% | 1960 |
|
|
2023
Q2 | $282K | Buy |
8,139
+20
| +0.2% | +$671 | ﹤0.01% | 1956 |
|
|
2023
Q1 | $290K | Sell |
8,119
-2,011
| -20% | -$82.4K | ﹤0.01% | 1845 |
|
|
2022
Q4 | $459K | Buy |
10,130
+2,830
| +39% | +$114K | ﹤0.01% | 1475 |
|
|
2022
Q3 | $231K | Buy |
+7,300
| New | +$229K | ﹤0.01% | 1811 |
|
|
2022
Q2 | – | Sell |
-6,189
| Closed | -$204K | – | 2304 |
|
|
2022
Q1 | $204K | Sell |
6,189
-98
| -2% | -$3.63K | ﹤0.01% | 1877 |
|
|
2021
Q4 | $266K | Sell |
6,287
-166
| -3% | -$7.52K | ﹤0.01% | 1696 |
|
|
2021
Q3 | $255K | Buy |
+6,453
| New | +$275K | ﹤0.01% | 1695 |
|
|
2018
Q2 | – | Sell |
-10,432
| Closed | -$231K | – | 2062 |
|
|
2018
Q1 | $231K | Sell |
10,432
-7,000
| -40% | -$147K | ﹤0.01% | 1508 |
|
|
2017
Q4 | $414K | Sell |
17,432
-300
| -2% | -$5.91K | ﹤0.01% | 1182 |
|
|
2017
Q3 | $299K | Buy |
17,732
+300
| +2% | +$4.76K | ﹤0.01% | 1332 |
|
|
2017
Q2 | $310K | Sell |
17,432
-1,047
| -6% | -$18.7K | ﹤0.01% | 1276 |
|
|
2017
Q1 | $344K | Buy |
18,479
+647
| +4% | +$13K | ﹤0.01% | 1187 |
|
|
2016
Q4 | $407K | Hold |
17,832
| – | – | ﹤0.01% | 1026 |
|
|
2016
Q3 | $429K | Sell |
17,832
-2,050
| -10% | -$52.9K | ﹤0.01% | 970 |
|
|
2016
Q2 | $517K | Buy |
19,882
+772
| +4% | +$20.8K | ﹤0.01% | 762 |
|
|
2016
Q1 | $647K | Buy |
19,110
+18,110
| +1,811% | +$550K | 0.01% | 660 |
|
|
2015
Q4 | $31K | Sell |
1,000
-22
| -2% | -$730 | ﹤0.01% | 2500 |
|
|
2015
Q3 | $38K | Buy |
+1,022
| New | +$43.1K | ﹤0.01% | 2241 |
|
|
2015
Q2 | – | Sell |
-1,400
| Closed | -$72K | – | 1305 |
|
|
2015
Q1 | $72K | Buy |
1,400
+900
| +180% | +$45.3K | ﹤0.01% | 1759 |
|
|
2014
Q4 | $26K | Hold |
500
| – | – | ﹤0.01% | 2460 |
|
|
2014
Q3 | $23K | Hold |
500
| – | – | ﹤0.01% | 2444 |
|
|
2014
Q2 | $22K | Sell |
500
-6
| -1% | -$274 | ﹤0.01% | 2421 |
|
|
2014
Q1 | $23K | Buy |
506
+96
| +23% | +$4.38K | ﹤0.01% | 2278 |
|
|
2013
Q4 | $21K | Buy |
+410
| New | +$20.3K | ﹤0.01% | 2150 |
|
|
2013
Q3 | – | Sell |
-811
| Closed | -$41K | – | 3211 |
|
|
2013
Q2 | $41K | Buy |
+811
| New | +$40.4K | ﹤0.01% | 1483 |
|
Other funds holding BKE
VPM
VCM
