Creative Planning’s Cboe Global Markets CBOE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.33M | Buy |
9,999
+619
| +7% | +$144K | ﹤0.01% | 1210 |
|
2025
Q1 | $2.12M | Sell |
9,380
-765
| -8% | -$173K | ﹤0.01% | 1132 |
|
2024
Q4 | $1.98M | Sell |
10,145
-5,282
| -34% | -$1.03M | ﹤0.01% | 1137 |
|
2024
Q3 | $3.16M | Buy |
15,427
+6,831
| +79% | +$1.4M | ﹤0.01% | 837 |
|
2024
Q2 | $1.46M | Sell |
8,596
-401
| -4% | -$68.2K | ﹤0.01% | 1152 |
|
2024
Q1 | $1.65M | Buy |
8,997
+1,969
| +28% | +$362K | ﹤0.01% | 1048 |
|
2023
Q4 | $1.26M | Buy |
7,028
+3,248
| +86% | +$580K | ﹤0.01% | 1113 |
|
2023
Q3 | $591K | Sell |
3,780
-110
| -3% | -$17.2K | ﹤0.01% | 1454 |
|
2023
Q2 | $537K | Sell |
3,890
-707
| -15% | -$97.6K | ﹤0.01% | 1496 |
|
2023
Q1 | $617K | Sell |
4,597
-398
| -8% | -$53.4K | ﹤0.01% | 1336 |
|
2022
Q4 | $627K | Sell |
4,995
-56
| -1% | -$7.03K | ﹤0.01% | 1297 |
|
2022
Q3 | $593K | Buy |
5,051
+1,011
| +25% | +$119K | ﹤0.01% | 1218 |
|
2022
Q2 | $457K | Buy |
4,040
+729
| +22% | +$82.5K | ﹤0.01% | 1362 |
|
2022
Q1 | $379K | Buy |
3,311
+117
| +4% | +$13.4K | ﹤0.01% | 1484 |
|
2021
Q4 | $417K | Buy |
3,194
+153
| +5% | +$20K | ﹤0.01% | 1416 |
|
2021
Q3 | $377K | Buy |
3,041
+1,198
| +65% | +$149K | ﹤0.01% | 1455 |
|
2021
Q2 | $219K | Sell |
1,843
-12,675
| -87% | -$1.51M | ﹤0.01% | 1746 |
|
2021
Q1 | $1.43M | Buy |
14,518
+153
| +1% | +$15.1K | ﹤0.01% | 849 |
|
2020
Q4 | $1.34M | Sell |
14,365
-209
| -1% | -$19.5K | ﹤0.01% | 815 |
|
2020
Q3 | $1.28M | Buy |
14,574
+91
| +0.6% | +$7.99K | ﹤0.01% | 707 |
|
2020
Q2 | $1.35M | Sell |
14,483
-650
| -4% | -$60.6K | ﹤0.01% | 628 |
|
2020
Q1 | $1.35M | Buy |
15,133
+53
| +0.4% | +$4.73K | ﹤0.01% | 540 |
|
2019
Q4 | $1.81M | Buy |
15,080
+259
| +2% | +$31.1K | 0.01% | 545 |
|
2019
Q3 | $1.7M | Buy |
14,821
+50
| +0.3% | +$5.75K | 0.01% | 543 |
|
2019
Q2 | $1.53M | Sell |
14,771
-234
| -2% | -$24.3K | 0.01% | 580 |
|
2019
Q1 | $1.43M | Sell |
15,005
-261
| -2% | -$24.9K | 0.01% | 585 |
|
2018
Q4 | $1.49M | Sell |
15,266
-113
| -0.7% | -$11.1K | 0.01% | 501 |
|
2018
Q3 | $1.48M | Sell |
15,379
-830
| -5% | -$79.7K | 0.01% | 580 |
|
2018
Q2 | $1.69M | Sell |
16,209
-3,633
| -18% | -$378K | 0.01% | 515 |
|
2018
Q1 | $2.26M | Sell |
19,842
-613
| -3% | -$69.9K | 0.01% | 434 |
|
2017
Q4 | $2.55M | Buy |
20,455
+2,007
| +11% | +$250K | 0.01% | 402 |
|
2017
Q3 | $1.99M | Buy |
18,448
+369
| +2% | +$39.7K | 0.01% | 461 |
|
2017
Q2 | $1.65M | Sell |
18,079
-1,007
| -5% | -$92K | 0.01% | 493 |
|
2017
Q1 | $1.55M | Buy |
19,086
+810
| +4% | +$65.7K | 0.01% | 509 |
|
2016
Q4 | $1.35M | Buy |
18,276
+82
| +0.5% | +$6.06K | 0.01% | 518 |
|
2016
Q3 | $1.18M | Buy |
18,194
+43
| +0.2% | +$2.79K | 0.01% | 536 |
|
2016
Q2 | $1.21M | Sell |
18,151
-200
| -1% | -$13.3K | 0.01% | 463 |
|
2016
Q1 | $1.2M | Sell |
18,351
-2,800
| -13% | -$183K | 0.01% | 448 |
|
2015
Q4 | $1.37M | Sell |
21,151
-1,000
| -5% | -$64.9K | 0.01% | 413 |
|
2015
Q3 | $1.49M | Hold |
22,151
| – | – | 0.01% | 361 |
|
2015
Q2 | $1.27M | Sell |
22,151
-4,000
| -15% | -$229K | 0.01% | 403 |
|
2015
Q1 | $1.5M | Sell |
26,151
-3,600
| -12% | -$207K | 0.01% | 347 |
|
2014
Q4 | $1.89M | Sell |
29,751
-6,734
| -18% | -$427K | 0.02% | 287 |
|
2014
Q3 | $1.95M | Sell |
36,485
-750
| -2% | -$40.1K | 0.02% | 249 |
|
2014
Q2 | $1.83M | Buy |
37,235
+700
| +2% | +$34.4K | 0.02% | 246 |
|
2014
Q1 | $2.07M | Buy |
36,535
+3,234
| +10% | +$183K | 0.03% | 196 |
|
2013
Q4 | $1.73M | Sell |
33,301
-3,700
| -10% | -$192K | 0.03% | 205 |
|
2013
Q3 | $1.67M | Buy |
+37,001
| New | +$1.67M | 0.03% | 174 |
|