Creative Planning’s Bloomin' Brands BLMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Buy |
46,384
+10,421
| +29% | +$89.7K | ﹤0.01% | 2647 |
|
|
2025
Q1 | $258K | Buy |
35,963
+13,508
| +60% | +$96.9K | ﹤0.01% | 2874 |
|
|
2024
Q4 | $274K | Buy |
22,455
+9,231
| +70% | +$113K | ﹤0.01% | 2723 |
|
|
2024
Q3 | $219K | Buy |
+13,224
| New | +$219K | ﹤0.01% | 2762 |
|
|
2020
Q3 | – | Sell |
-10,385
| Closed | -$111K | – | 1960 |
|
|
2020
Q2 | $111K | Buy |
+10,385
| New | +$111K | ﹤0.01% | 1623 |
|
|
2017
Q3 | – | Sell |
-726
| Closed | -$15K | – | 2055 |
|
|
2017
Q2 | $15K | Buy |
726
+526
| +263% | +$10.9K | ﹤0.01% | 3313 |
|
|
2017
Q1 | $4K | Sell |
200
-600
| -75% | -$12K | ﹤0.01% | 3968 |
|
|
2016
Q4 | $14K | Buy |
800
+600
| +300% | +$10.5K | ﹤0.01% | 3258 |
|
|
2016
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 3960 |
|
|
2016
Q2 | $4K | Sell |
200
-60,000
| -100% | -$1.2M | ﹤0.01% | 3657 |
|
|
2016
Q1 | $1.02M | Hold |
60,200
| – | – | 0.01% | 502 |
|
|
2015
Q4 | $1.02M | Hold |
60,200
| – | – | 0.01% | 499 |
|
|
2015
Q3 | $1.09M | Buy |
+60,200
| New | +$1.09M | 0.01% | 448 |
|
|
2015
Q2 | – | Sell |
-700
| Closed | -$17K | – | 1268 |
|
|
2015
Q1 | $17K | Sell |
700
-400
| -36% | -$9.71K | ﹤0.01% | 2806 |
|
|
2014
Q4 | $27K | Buy |
1,100
+900
| +450% | +$22.1K | ﹤0.01% | 2408 |
|
|
2014
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 3307 |
|
|
2014
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 3204 |
|
|
2014
Q1 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 2993 |
|