Creative Planning’s Buckle BKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $918K | Sell |
20,243
-722
| -3% | -$32.7K | ﹤0.01% | 1931 |
|
|
2025
Q1 | $803K | Sell |
20,965
-11,333
| -35% | -$434K | ﹤0.01% | 1889 |
|
|
2024
Q4 | $1.64M | Buy |
32,298
+4,770
| +17% | +$242K | ﹤0.01% | 1263 |
|
|
2024
Q3 | $1.21M | Buy |
27,528
+10,751
| +64% | +$473K | ﹤0.01% | 1379 |
|
|
2024
Q2 | $620K | Buy |
16,777
+2,594
| +18% | +$95.8K | ﹤0.01% | 1776 |
|
|
2024
Q1 | $571K | Sell |
14,183
-26
| -0.2% | -$1.05K | ﹤0.01% | 1755 |
|
|
2023
Q4 | $675K | Buy |
14,209
+5,393
| +61% | +$256K | ﹤0.01% | 1488 |
|
|
2023
Q3 | $294K | Buy |
8,816
+677
| +8% | +$22.6K | ﹤0.01% | 1954 |
|
|
2023
Q2 | $282K | Buy |
8,139
+20
| +0.2% | +$692 | ﹤0.01% | 1947 |
|
|
2023
Q1 | $290K | Sell |
8,119
-2,011
| -20% | -$71.8K | ﹤0.01% | 1838 |
|
|
2022
Q4 | $459K | Buy |
10,130
+2,830
| +39% | +$128K | ﹤0.01% | 1468 |
|
|
2022
Q3 | $231K | Buy |
+7,300
| New | +$231K | ﹤0.01% | 1799 |
|
|
2022
Q2 | – | Sell |
-6,189
| Closed | -$204K | – | 2212 |
|
|
2022
Q1 | $204K | Sell |
6,189
-98
| -2% | -$3.23K | ﹤0.01% | 1874 |
|
|
2021
Q4 | $266K | Sell |
6,287
-166
| -3% | -$7.02K | ﹤0.01% | 1696 |
|
|
2021
Q3 | $255K | Buy |
+6,453
| New | +$255K | ﹤0.01% | 1693 |
|
|
2018
Q2 | – | Sell |
-10,432
| Closed | -$231K | – | 1921 |
|
|
2018
Q1 | $231K | Sell |
10,432
-7,000
| -40% | -$155K | ﹤0.01% | 1496 |
|
|
2017
Q4 | $414K | Sell |
17,432
-300
| -2% | -$7.13K | ﹤0.01% | 1172 |
|
|
2017
Q3 | $299K | Buy |
17,732
+300
| +2% | +$5.06K | ﹤0.01% | 1320 |
|
|
2017
Q2 | $310K | Sell |
17,432
-1,047
| -6% | -$18.6K | ﹤0.01% | 1264 |
|
|
2017
Q1 | $344K | Buy |
18,479
+647
| +4% | +$12K | ﹤0.01% | 1178 |
|
|
2016
Q4 | $407K | Hold |
17,832
| – | – | ﹤0.01% | 1019 |
|
|
2016
Q3 | $429K | Sell |
17,832
-2,050
| -10% | -$49.3K | ﹤0.01% | 966 |
|
|
2016
Q2 | $517K | Buy |
19,882
+772
| +4% | +$20.1K | ﹤0.01% | 760 |
|
|
2016
Q1 | $647K | Buy |
19,110
+18,110
| +1,811% | +$613K | 0.01% | 659 |
|
|
2015
Q4 | $31K | Sell |
1,000
-22
| -2% | -$682 | ﹤0.01% | 2473 |
|
|
2015
Q3 | $38K | Buy |
+1,022
| New | +$38K | ﹤0.01% | 2229 |
|
|
2015
Q2 | – | Sell |
-1,400
| Closed | -$72K | – | 1257 |
|
|
2015
Q1 | $72K | Buy |
1,400
+900
| +180% | +$46.3K | ﹤0.01% | 1748 |
|
|
2014
Q4 | $26K | Hold |
500
| – | – | ﹤0.01% | 2436 |
|
|
2014
Q3 | $23K | Hold |
500
| – | – | ﹤0.01% | 2418 |
|
|
2014
Q2 | $22K | Sell |
500
-6
| -1% | -$264 | ﹤0.01% | 2389 |
|
|
2014
Q1 | $23K | Buy |
506
+96
| +23% | +$4.36K | ﹤0.01% | 2257 |
|
|
2013
Q4 | $21K | Buy |
+410
| New | +$21K | ﹤0.01% | 2150 |
|
|
2013
Q3 | – | Sell |
-811
| Closed | -$41K | – | 3211 |
|
|
2013
Q2 | $41K | Buy |
+811
| New | +$41K | ﹤0.01% | 1483 |
|