Creative Planning’s Cal-Maine CALM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
19,161
+6,313
| +49% | +$629K | ﹤0.01% | 1346 |
|
|
2025
Q1 | $1.17M | Sell |
12,848
-148
| -1% | -$13.5K | ﹤0.01% | 1592 |
|
|
2024
Q4 | $1.34M | Buy |
12,996
+2,747
| +27% | +$283K | ﹤0.01% | 1423 |
|
|
2024
Q3 | $767K | Buy |
10,249
+2,641
| +35% | +$198K | ﹤0.01% | 1736 |
|
|
2024
Q2 | $465K | Buy |
7,608
+1,926
| +34% | +$118K | ﹤0.01% | 1993 |
|
|
2024
Q1 | $334K | Buy |
5,682
+947
| +20% | +$55.7K | ﹤0.01% | 2150 |
|
|
2023
Q4 | $272K | Buy |
+4,735
| New | +$272K | ﹤0.01% | 2153 |
|
|
2023
Q2 | – | Sell |
-3,833
| Closed | -$233K | – | 2561 |
|
|
2023
Q1 | $233K | Buy |
+3,833
| New | +$233K | ﹤0.01% | 1996 |
|
|
2017
Q3 | – | Sell |
-2,474
| Closed | -$98K | – | 2105 |
|
|
2017
Q2 | $98K | Sell |
2,474
-177
| -7% | -$7.01K | ﹤0.01% | 1996 |
|
|
2017
Q1 | $97K | Buy |
2,651
+458
| +21% | +$16.8K | ﹤0.01% | 1971 |
|
|
2016
Q4 | $97K | Buy |
2,193
+545
| +33% | +$24.1K | ﹤0.01% | 1872 |
|
|
2016
Q3 | $64K | Buy |
1,648
+159
| +11% | +$6.18K | ﹤0.01% | 2149 |
|
|
2016
Q2 | $66K | Sell |
1,489
-2,440
| -62% | -$108K | ﹤0.01% | 1937 |
|
|
2016
Q1 | $204K | Buy |
3,929
+1,116
| +40% | +$57.9K | ﹤0.01% | 1198 |
|
|
2015
Q4 | $130K | Buy |
2,813
+1,413
| +101% | +$65.3K | ﹤0.01% | 1475 |
|
|
2015
Q3 | $76K | Buy |
+1,400
| New | +$76K | ﹤0.01% | 1740 |
|
|
2015
Q2 | – | Sell |
-600
| Closed | -$23K | – | 1319 |
|
|
2015
Q1 | $23K | Sell |
600
-200
| -25% | -$7.67K | ﹤0.01% | 2589 |
|
|
2014
Q4 | $31K | Buy |
800
+730
| +1,043% | +$28.3K | ﹤0.01% | 2297 |
|
|
2014
Q3 | $3K | Buy |
+70
| New | +$3K | ﹤0.01% | 3422 |
|
|
2013
Q3 | – | Sell |
-200
| Closed | -$5K | – | 3215 |
|
|
2013
Q2 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 2530 |
|