Creative Planning’s Cathay General Bancorp CATY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $667K | Buy |
14,649
+4,442
| +44% | +$202K | ﹤0.01% | 2209 |
|
|
2025
Q1 | $439K | Sell |
10,207
-356
| -3% | -$15.3K | ﹤0.01% | 2399 |
|
|
2024
Q4 | $503K | Buy |
10,563
+34
| +0.3% | +$1.62K | ﹤0.01% | 2213 |
|
|
2024
Q3 | $452K | Buy |
10,529
+66
| +0.6% | +$2.84K | ﹤0.01% | 2194 |
|
|
2024
Q2 | $395K | Sell |
10,463
-275
| -3% | -$10.4K | ﹤0.01% | 2132 |
|
|
2024
Q1 | $406K | Sell |
10,738
-94
| -0.9% | -$3.56K | ﹤0.01% | 2006 |
|
|
2023
Q4 | $483K | Sell |
10,832
-1,092
| -9% | -$48.7K | ﹤0.01% | 1732 |
|
|
2023
Q3 | $414K | Buy |
11,924
+734
| +7% | +$25.5K | ﹤0.01% | 1687 |
|
|
2023
Q2 | $360K | Buy |
+11,190
| New | +$360K | ﹤0.01% | 1759 |
|
|
2018
Q3 | – | Sell |
-5,842
| Closed | -$237K | – | 1942 |
|
|
2018
Q2 | $237K | Sell |
5,842
-94
| -2% | -$3.81K | ﹤0.01% | 1508 |
|
|
2018
Q1 | $237K | Buy |
5,936
+90
| +2% | +$3.59K | ﹤0.01% | 1480 |
|
|
2017
Q4 | $247K | Buy |
+5,846
| New | +$247K | ﹤0.01% | 1458 |
|
|
2017
Q3 | – | Sell |
-4
| Closed | – | – | 2114 |
|
|
2017
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 4500 |
|
|
2017
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 4506 |
|
|
2016
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 4439 |
|
|
2016
Q3 | – | Sell |
-75
| Closed | -$2K | – | 4376 |
|
|
2016
Q2 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 3889 |
|
|
2013
Q4 | – | Sell |
-22,044
| Closed | -$515K | – | 3328 |
|
|
2013
Q3 | $515K | Buy |
+22,044
| New | +$515K | 0.01% | 439 |
|