Creative Planning’s Camden National CAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
37,788
+140
| +0.4% | +$5.68K | ﹤0.01% | 1525 |
|
|
2025
Q1 | $1.52M | Sell |
37,648
-3,995
| -10% | -$162K | ﹤0.01% | 1382 |
|
|
2024
Q4 | $1.78M | Buy |
41,643
+7,053
| +20% | +$301K | ﹤0.01% | 1203 |
|
|
2024
Q3 | $1.43M | Buy |
34,590
+13,663
| +65% | +$565K | ﹤0.01% | 1269 |
|
|
2024
Q2 | $691K | Buy |
20,927
+8,274
| +65% | +$273K | ﹤0.01% | 1679 |
|
|
2024
Q1 | $424K | Buy |
12,653
+5,907
| +88% | +$198K | ﹤0.01% | 1971 |
|
|
2023
Q4 | $254K | Buy |
+6,746
| New | +$254K | ﹤0.01% | 2210 |
|
|
2023
Q3 | – | Sell |
-7,912
| Closed | -$245K | – | 2831 |
|
|
2023
Q2 | $245K | Buy |
+7,912
| New | +$245K | ﹤0.01% | 2055 |
|
|
2022
Q1 | – | Sell |
-42,030
| Closed | -$2.02M | – | 2280 |
|
|
2021
Q4 | $2.02M | Hold |
42,030
| – | – | ﹤0.01% | 685 |
|
|
2021
Q3 | $2.01M | Buy |
+42,030
| New | +$2.01M | ﹤0.01% | 686 |
|