Creative Planning’s Popular Inc BPOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $875K | Buy |
7,938
+750
| +10% | +$82.7K | ﹤0.01% | 1963 |
|
|
2025
Q1 | $664K | Buy |
7,188
+40
| +0.6% | +$3.7K | ﹤0.01% | 2043 |
|
|
2024
Q4 | $672K | Buy |
7,148
+95
| +1% | +$8.94K | ﹤0.01% | 1950 |
|
|
2024
Q3 | $707K | Sell |
7,053
-353
| -5% | -$35.4K | ﹤0.01% | 1805 |
|
|
2024
Q2 | $655K | Buy |
7,406
+1,132
| +18% | +$100K | ﹤0.01% | 1728 |
|
|
2024
Q1 | $553K | Buy |
6,274
+2,446
| +64% | +$215K | ﹤0.01% | 1782 |
|
|
2023
Q4 | $314K | Buy |
3,828
+63
| +2% | +$5.17K | ﹤0.01% | 2056 |
|
|
2023
Q3 | $237K | Sell |
3,765
-157
| -4% | -$9.89K | ﹤0.01% | 2106 |
|
|
2023
Q2 | $237K | Sell |
3,922
-22
| -0.6% | -$1.33K | ﹤0.01% | 2082 |
|
|
2023
Q1 | $226K | Buy |
3,944
+54
| +1% | +$3.1K | ﹤0.01% | 2024 |
|
|
2022
Q4 | $258K | Buy |
+3,890
| New | +$258K | ﹤0.01% | 1819 |
|
|
2022
Q1 | – | Sell |
-2,895
| Closed | -$238K | – | 2277 |
|
|
2021
Q4 | $238K | Sell |
2,895
-7
| -0.2% | -$575 | ﹤0.01% | 1775 |
|
|
2021
Q3 | $225K | Sell |
2,902
-2,252
| -44% | -$175K | ﹤0.01% | 1788 |
|
|
2021
Q2 | $387K | Hold |
5,154
| – | – | ﹤0.01% | 1407 |
|
|
2021
Q1 | $362K | Hold |
5,154
| – | – | ﹤0.01% | 1636 |
|
|
2020
Q4 | $290K | Buy |
+5,154
| New | +$290K | ﹤0.01% | 1625 |
|
|
2020
Q1 | – | Sell |
-3,479
| Closed | -$204K | – | 1755 |
|
|
2019
Q4 | $204K | Buy |
+3,479
| New | +$204K | ﹤0.01% | 1616 |
|
|
2017
Q3 | – | Sell |
-3,373
| Closed | -$141K | – | 2069 |
|
|
2017
Q2 | $141K | Hold |
3,373
| – | – | ﹤0.01% | 1726 |
|
|
2017
Q1 | $137K | Hold |
3,373
| – | – | ﹤0.01% | 1734 |
|
|
2016
Q4 | $148K | Hold |
3,373
| – | – | ﹤0.01% | 1573 |
|
|
2016
Q3 | $129K | Hold |
3,373
| – | – | ﹤0.01% | 1657 |
|
|
2016
Q2 | $99K | Hold |
3,373
| – | – | ﹤0.01% | 1677 |
|
|
2016
Q1 | $97K | Hold |
3,373
| – | – | ﹤0.01% | 1644 |
|
|
2015
Q4 | $96K | Hold |
3,373
| – | – | ﹤0.01% | 1640 |
|
|
2015
Q3 | $102K | Buy |
+3,373
| New | +$102K | ﹤0.01% | 1575 |
|
|
2015
Q2 | – | Sell |
-3,373
| Closed | -$116K | – | 1286 |
|
|
2015
Q1 | $116K | Sell |
3,373
-79
| -2% | -$2.72K | ﹤0.01% | 1487 |
|
|
2014
Q4 | $118K | Buy |
3,452
+79
| +2% | +$2.7K | ﹤0.01% | 1447 |
|
|
2014
Q3 | $99K | Sell |
3,373
-10
| -0.3% | -$294 | ﹤0.01% | 1480 |
|
|
2014
Q2 | $116K | Sell |
3,383
-4,800
| -59% | -$165K | ﹤0.01% | 1336 |
|
|
2014
Q1 | $254K | Buy |
8,183
+5,549
| +211% | +$172K | ﹤0.01% | 885 |
|
|
2013
Q4 | $76K | Hold |
2,634
| – | – | ﹤0.01% | 1350 |
|
|
2013
Q3 | $69K | Hold |
2,634
| – | – | ﹤0.01% | 1332 |
|
|
2013
Q2 | $80K | Buy |
+2,634
| New | +$80K | ﹤0.01% | 1108 |
|