Creative Planning’s Baytex Energy BTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.2K | Sell |
44,248
-179
| -0.4% | -$320 | ﹤0.01% | 3441 |
|
|
2025
Q1 | $99.1K | Sell |
44,427
-2,999
| -6% | -$6.69K | ﹤0.01% | 3241 |
|
|
2024
Q4 | $122K | Sell |
47,426
-4,299
| -8% | -$11.1K | ﹤0.01% | 3107 |
|
|
2024
Q3 | $154K | Buy |
51,725
+33,153
| +179% | +$98.5K | ﹤0.01% | 2925 |
|
|
2024
Q2 | $64.4K | Sell |
18,572
-1,614
| -8% | -$5.59K | ﹤0.01% | 2883 |
|
|
2024
Q1 | $73.3K | Buy |
20,186
+1,292
| +7% | +$4.69K | ﹤0.01% | 2735 |
|
|
2023
Q4 | $62.7K | Sell |
18,894
-155
| -0.8% | -$515 | ﹤0.01% | 2611 |
|
|
2023
Q3 | $84K | Sell |
19,049
-10,416
| -35% | -$45.9K | ﹤0.01% | 2402 |
|
|
2023
Q2 | $96.1K | Buy |
+29,465
| New | +$96.1K | ﹤0.01% | 2339 |
|
|
2020
Q4 | – | Sell |
-114,502
| Closed | -$40K | – | 2117 |
|
|
2020
Q3 | $40K | Buy |
114,502
+62,321
| +119% | +$21.8K | ﹤0.01% | 1868 |
|
|
2020
Q2 | $26K | Sell |
52,181
-52,841
| -50% | -$26.3K | ﹤0.01% | 1765 |
|
|
2020
Q1 | $25K | Buy |
105,022
+3,200
| +3% | +$762 | ﹤0.01% | 1665 |
|
|
2019
Q4 | $148K | Buy |
+101,822
| New | +$148K | ﹤0.01% | 1691 |
|
|
2017
Q3 | – | Sell |
-4,427
| Closed | -$11K | – | 2083 |
|
|
2017
Q2 | $11K | Buy |
4,427
+10
| +0.2% | +$25 | ﹤0.01% | 3514 |
|
|
2017
Q1 | $15K | Sell |
4,417
-2,600
| -37% | -$8.83K | ﹤0.01% | 3283 |
|
|
2016
Q4 | $34K | Buy |
7,017
+1,600
| +30% | +$7.75K | ﹤0.01% | 2666 |
|
|
2016
Q3 | $23K | Hold |
5,417
| – | – | ﹤0.01% | 2928 |
|
|
2016
Q2 | $31K | Buy |
5,417
+250
| +5% | +$1.43K | ﹤0.01% | 2440 |
|
|
2016
Q1 | $21K | Buy |
5,167
+1,936
| +60% | +$7.87K | ﹤0.01% | 2697 |
|
|
2015
Q4 | $10K | Buy |
3,231
+1,560
| +93% | +$4.83K | ﹤0.01% | 3237 |
|
|
2015
Q3 | $5K | Buy |
+1,671
| New | +$5K | ﹤0.01% | 3533 |
|
|
2015
Q2 | – | Sell |
-1,071
| Closed | -$17K | – | 1298 |
|
|
2015
Q1 | $17K | Sell |
1,071
-1,684
| -61% | -$26.7K | ﹤0.01% | 2809 |
|
|
2014
Q4 | $46K | Sell |
2,755
-120
| -4% | -$2K | ﹤0.01% | 2044 |
|
|
2014
Q3 | $109K | Buy |
2,875
+854
| +42% | +$32.4K | ﹤0.01% | 1405 |
|
|
2014
Q2 | $93K | Buy |
2,021
+181
| +10% | +$8.33K | ﹤0.01% | 1466 |
|
|
2014
Q1 | $76K | Buy |
1,840
+4
| +0.2% | +$165 | ﹤0.01% | 1545 |
|
|
2013
Q4 | $72K | Sell |
1,836
-351
| -16% | -$13.8K | ﹤0.01% | 1375 |
|
|
2013
Q3 | $90K | Buy |
2,187
+2,112
| +2,816% | +$86.9K | ﹤0.01% | 1176 |
|
|
2013
Q2 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 2697 |
|