Creative Planning’s CACI CACI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.27M Buy
2,661
+6
+0.2% +$2.86K ﹤0.01% 1655
2025
Q1
$974K Buy
2,655
+210
+9% +$77.1K ﹤0.01% 1735
2024
Q4
$988K Buy
2,445
+208
+9% +$84K ﹤0.01% 1645
2024
Q3
$1.13M Buy
2,237
+69
+3% +$34.8K ﹤0.01% 1430
2024
Q2
$933K Buy
2,168
+47
+2% +$20.2K ﹤0.01% 1450
2024
Q1
$804K Buy
2,121
+63
+3% +$23.9K ﹤0.01% 1497
2023
Q4
$667K Buy
2,058
+246
+14% +$79.7K ﹤0.01% 1497
2023
Q3
$569K Sell
1,812
-1
-0.1% -$314 ﹤0.01% 1479
2023
Q2
$618K Sell
1,813
-170
-9% -$57.9K ﹤0.01% 1416
2023
Q1
$587K Buy
1,983
+139
+8% +$41.2K ﹤0.01% 1361
2022
Q4
$554K Buy
1,844
+706
+62% +$212K ﹤0.01% 1368
2022
Q3
$297K Buy
1,138
+189
+20% +$49.3K ﹤0.01% 1639
2022
Q2
$267K Buy
949
+30
+3% +$8.44K ﹤0.01% 1690
2022
Q1
$277K Sell
919
-29
-3% -$8.74K ﹤0.01% 1681
2021
Q4
$255K Buy
+948
New +$255K ﹤0.01% 1725
2021
Q2
Sell
-984
Closed -$243K 2045
2021
Q1
$243K Buy
984
+25
+3% +$6.17K ﹤0.01% 1904
2020
Q4
$239K Buy
959
+7
+0.7% +$1.75K ﹤0.01% 1736
2020
Q3
$203K Hold
952
﹤0.01% 1648
2020
Q2
$206K Sell
952
-16
-2% -$3.46K ﹤0.01% 1493
2020
Q1
$204K Sell
968
-60
-6% -$12.6K ﹤0.01% 1370
2019
Q4
$257K Buy
1,028
+74
+8% +$18.5K ﹤0.01% 1483
2019
Q3
$221K Sell
954
-51
-5% -$11.8K ﹤0.01% 1538
2019
Q2
$206K Buy
+1,005
New +$206K ﹤0.01% 1594
2019
Q1
Sell
-1,565
Closed -$225K 1859
2018
Q4
$225K Sell
1,565
-11
-0.7% -$1.58K ﹤0.01% 1403
2018
Q3
$290K Sell
1,576
-276
-15% -$50.8K ﹤0.01% 1411
2018
Q2
$312K Buy
+1,852
New +$312K ﹤0.01% 1342
2017
Q3
Sell
-1,110
Closed -$139K 2099
2017
Q2
$139K Sell
1,110
-70
-6% -$8.77K ﹤0.01% 1736
2017
Q1
$138K Sell
1,180
-130
-10% -$15.2K ﹤0.01% 1732
2016
Q4
$163K Sell
1,310
-345
-21% -$42.9K ﹤0.01% 1516
2016
Q3
$167K Sell
1,655
-8
-0.5% -$807 ﹤0.01% 1495
2016
Q2
$150K Buy
1,663
+310
+23% +$28K ﹤0.01% 1413
2016
Q1
$144K Sell
1,353
-3
-0.2% -$319 ﹤0.01% 1399
2015
Q4
$126K Buy
1,356
+6
+0.4% +$558 ﹤0.01% 1485
2015
Q3
$100K Buy
+1,350
New +$100K ﹤0.01% 1588
2015
Q2
Sell
-1,350
Closed -$121K 1315
2015
Q1
$121K Hold
1,350
﹤0.01% 1460
2014
Q4
$116K Sell
1,350
-1,040
-44% -$89.4K ﹤0.01% 1460
2014
Q3
$170K Sell
2,390
-148
-6% -$10.5K ﹤0.01% 1140
2014
Q2
$178K Buy
2,538
+182
+8% +$12.8K ﹤0.01% 1088
2014
Q1
$174K Hold
2,356
﹤0.01% 1065
2013
Q4
$173K Buy
2,356
+250
+12% +$18.4K ﹤0.01% 932
2013
Q3
$146K Hold
2,106
﹤0.01% 902
2013
Q2
$134K Buy
+2,106
New +$134K ﹤0.01% 841