Creative Planning’s Cato Corp CATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16,194
| Closed | -$116K | – | 2867 |
|
|
2023
Q4 | $116K | Buy |
+16,194
| New | +$116K | ﹤0.01% | 2541 |
|
|
2017
Q2 | – | Sell |
-1,829
| Closed | -$40K | – | 4499 |
|
|
2017
Q1 | $40K | Buy |
+1,829
| New | +$40K | ﹤0.01% | 2615 |
|
|
2016
Q1 | – | Sell |
-200
| Closed | -$7K | – | 4212 |
|
|
2015
Q4 | $7K | Hold |
200
| – | – | ﹤0.01% | 3432 |
|
|
2015
Q3 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 3378 |
|
|
2015
Q2 | – | Sell |
-43
| Closed | -$2K | – | 1327 |
|
|
2015
Q1 | $2K | Hold |
43
| – | – | ﹤0.01% | 3749 |
|
|
2014
Q4 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 3703 |
|