Creative Planning’s Burlington BURL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
5,308
-359
| -6% | -$83.5K | ﹤0.01% | 1679 |
|
|
2025
Q1 | $1.35M | Buy |
5,667
+596
| +12% | +$142K | ﹤0.01% | 1475 |
|
|
2024
Q4 | $1.45M | Buy |
5,071
+98
| +2% | +$27.9K | ﹤0.01% | 1357 |
|
|
2024
Q3 | $1.31M | Buy |
4,973
+781
| +19% | +$206K | ﹤0.01% | 1322 |
|
|
2024
Q2 | $1.01M | Buy |
4,192
+773
| +23% | +$186K | ﹤0.01% | 1391 |
|
|
2024
Q1 | $794K | Buy |
3,419
+482
| +16% | +$112K | ﹤0.01% | 1507 |
|
|
2023
Q4 | $571K | Buy |
2,937
+1,382
| +89% | +$269K | ﹤0.01% | 1613 |
|
|
2023
Q3 | $210K | Buy |
1,555
+177
| +13% | +$23.9K | ﹤0.01% | 2200 |
|
|
2023
Q2 | $217K | Sell |
1,378
-77
| -5% | -$12.1K | ﹤0.01% | 2147 |
|
|
2023
Q1 | $294K | Buy |
1,455
+178
| +14% | +$36K | ﹤0.01% | 1827 |
|
|
2022
Q4 | $259K | Buy |
+1,277
| New | +$259K | ﹤0.01% | 1816 |
|
|
2022
Q2 | – | Sell |
-2
| Closed | – | – | 2220 |
|
|
2022
Q1 | $0 | Sell |
2
-967
| -100% | – | ﹤0.01% | 2279 |
|
|
2021
Q4 | $282K | Buy |
969
+115
| +13% | +$33.5K | ﹤0.01% | 1667 |
|
|
2021
Q3 | $242K | Buy |
854
+24
| +3% | +$6.8K | ﹤0.01% | 1727 |
|
|
2021
Q2 | $267K | Sell |
830
-1,784
| -68% | -$574K | ﹤0.01% | 1618 |
|
|
2021
Q1 | $781K | Buy |
2,614
+1,701
| +186% | +$508K | ﹤0.01% | 1163 |
|
|
2020
Q4 | $239K | Buy |
+913
| New | +$239K | ﹤0.01% | 1735 |
|
|
2019
Q1 | – | Sell |
-3,708
| Closed | -$603K | – | 1857 |
|
|
2018
Q4 | $603K | Buy |
3,708
+109
| +3% | +$17.7K | ﹤0.01% | 865 |
|
|
2018
Q3 | $586K | Buy |
+3,599
| New | +$586K | ﹤0.01% | 989 |
|
|
2017
Q3 | – | Sell |
-245
| Closed | -$23K | – | 2088 |
|
|
2017
Q2 | $23K | Buy |
245
+167
| +214% | +$15.7K | ﹤0.01% | 3048 |
|
|
2017
Q1 | $8K | Sell |
78
-300
| -79% | -$30.8K | ﹤0.01% | 3659 |
|
|
2016
Q4 | $32K | Buy |
378
+303
| +404% | +$25.7K | ﹤0.01% | 2707 |
|
|
2016
Q3 | $6K | Buy |
75
+38
| +103% | +$3.04K | ﹤0.01% | 3708 |
|
|
2016
Q2 | $2K | Hold |
37
| – | – | ﹤0.01% | 3887 |
|
|
2016
Q1 | $2K | Buy |
37
+1
| +3% | +$54 | ﹤0.01% | 3850 |
|
|
2015
Q4 | $2K | Sell |
36
-123
| -77% | -$6.83K | ﹤0.01% | 3916 |
|
|
2015
Q3 | $8K | Buy |
+159
| New | +$8K | ﹤0.01% | 3287 |
|
|
2015
Q1 | – | Sell |
-300
| Closed | -$14K | – | 4063 |
|
|
2014
Q4 | $14K | Buy |
+300
| New | +$14K | ﹤0.01% | 2857 |
|