Creative Planning’s Popular Inc BPOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.83M | Buy |
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|
2025
Q2 | $875K | Buy |
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|
2025
Q1 | $664K | Buy |
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|
2024
Q4 | $672K | Buy |
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|
2024
Q3 | $707K | Sell |
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|
2024
Q2 | $655K | Buy |
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|
2024
Q1 | $553K | Buy |
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|
2023
Q4 | $314K | Buy |
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|
2023
Q3 | $237K | Sell |
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|
2023
Q2 | $237K | Sell |
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|
2023
Q1 | $226K | Buy |
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|
2022
Q4 | $258K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $238K | Sell |
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|
2021
Q3 | $225K | Sell |
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|
2021
Q2 | $387K | Hold |
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|
2021
Q1 | $362K | Hold |
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|
2020
Q4 | $290K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $204K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $141K | Hold |
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|
2017
Q1 | $137K | Hold |
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|
2016
Q4 | $148K | Hold |
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|
2016
Q3 | $129K | Hold |
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|
2016
Q2 | $99K | Hold |
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|
2016
Q1 | $97K | Hold |
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|
2015
Q4 | $96K | Hold |
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|
2015
Q3 | $102K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $116K | Sell |
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|
2014
Q4 | $118K | Buy |
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|
2014
Q3 | $99K | Sell |
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|
2014
Q2 | $116K | Sell |
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|
2014
Q1 | $254K | Buy |
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|
2013
Q4 | $76K | Hold |
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|
2013
Q3 | $69K | Hold |
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|
2013
Q2 | $80K | Buy |
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