Creative Planning’s CNB Financial Corp CCNE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $853K | Buy |
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|
2025
Q1 | $546K | Sell |
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|
2024
Q4 | $691K | Buy |
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|
2024
Q3 | $444K | Buy |
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|
2024
Q2 | $206K | Sell |
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|
2024
Q1 | $264K | Buy |
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|
2023
Q4 | $250K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $79K | Hold |
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|
2017
Q1 | $78K | Buy |
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|
2016
Q4 | $66K | Hold |
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|
2016
Q3 | $52K | Hold |
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|
2016
Q2 | $44K | Hold |
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|
2016
Q1 | $43K | Hold |
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|
2015
Q4 | $44K | Hold |
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|
2015
Q3 | $45K | Buy |
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