Creative Planning’s City Holding Co CHCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
10,485
-642
| -6% | -$78.6K | ﹤0.01% | 1647 |
|
|
2025
Q1 | $1.31M | Buy |
11,127
+129
| +1% | +$15.2K | ﹤0.01% | 1502 |
|
|
2024
Q4 | $1.3M | Sell |
10,998
-544
| -5% | -$64.5K | ﹤0.01% | 1445 |
|
|
2024
Q3 | $1.35M | Buy |
11,542
+40
| +0.3% | +$4.7K | ﹤0.01% | 1299 |
|
|
2024
Q2 | $1.22M | Sell |
11,502
-451
| -4% | -$47.9K | ﹤0.01% | 1268 |
|
|
2024
Q1 | $1.25M | Buy |
11,953
+12
| +0.1% | +$1.25K | ﹤0.01% | 1192 |
|
|
2023
Q4 | $1.32M | Hold |
11,941
| – | – | ﹤0.01% | 1095 |
|
|
2023
Q3 | $1.08M | Sell |
11,941
-465
| -4% | -$42K | ﹤0.01% | 1127 |
|
|
2023
Q2 | $1.12M | Hold |
12,406
| – | – | ﹤0.01% | 1077 |
|
|
2023
Q1 | $1.13M | Sell |
12,406
-22
| -0.2% | -$2K | ﹤0.01% | 1014 |
|
|
2022
Q4 | $1.16M | Buy |
12,428
+193
| +2% | +$18K | ﹤0.01% | 968 |
|
|
2022
Q3 | $1.09M | Hold |
12,235
| – | – | ﹤0.01% | 930 |
|
|
2022
Q2 | $977K | Hold |
12,235
| – | – | ﹤0.01% | 986 |
|
|
2022
Q1 | $963K | Buy |
12,235
+465
| +4% | +$36.6K | ﹤0.01% | 1000 |
|
|
2021
Q4 | $963K | Hold |
11,770
| – | – | ﹤0.01% | 978 |
|
|
2021
Q3 | $917K | Hold |
11,770
| – | – | ﹤0.01% | 988 |
|
|
2021
Q2 | $886K | Hold |
11,770
| – | – | ﹤0.01% | 994 |
|
|
2021
Q1 | $963K | Hold |
11,770
| – | – | ﹤0.01% | 1034 |
|
|
2020
Q4 | $819K | Hold |
11,770
| – | – | ﹤0.01% | 1034 |
|
|
2020
Q3 | $678K | Sell |
11,770
-257
| -2% | -$14.8K | ﹤0.01% | 962 |
|
|
2020
Q2 | $784K | Sell |
12,027
-110
| -0.9% | -$7.17K | ﹤0.01% | 827 |
|
|
2020
Q1 | $807K | Hold |
12,137
| – | – | ﹤0.01% | 728 |
|
|
2019
Q4 | $995K | Hold |
12,137
| – | – | ﹤0.01% | 787 |
|
|
2019
Q3 | $925K | Sell |
12,137
-130
| -1% | -$9.91K | ﹤0.01% | 788 |
|
|
2019
Q2 | $935K | Sell |
12,267
-1,946
| -14% | -$148K | ﹤0.01% | 777 |
|
|
2019
Q1 | $1.08M | Hold |
14,213
| – | – | ﹤0.01% | 702 |
|
|
2018
Q4 | $961K | Buy |
14,213
+100
| +0.7% | +$6.76K | ﹤0.01% | 681 |
|
|
2018
Q3 | $1.08M | Buy |
14,113
+110
| +0.8% | +$8.45K | ﹤0.01% | 730 |
|
|
2018
Q2 | $1.05M | Hold |
14,003
| – | – | ﹤0.01% | 718 |
|
|
2018
Q1 | $960K | Hold |
14,003
| – | – | ﹤0.01% | 757 |
|
|
2017
Q4 | $945K | Hold |
14,003
| – | – | ﹤0.01% | 757 |
|
|
2017
Q3 | $1.01M | Hold |
14,003
| – | – | ﹤0.01% | 713 |
|
|
2017
Q2 | $922K | Hold |
14,003
| – | – | ﹤0.01% | 726 |
|
|
2017
Q1 | $903K | Hold |
14,003
| – | – | ﹤0.01% | 716 |
|
|
2016
Q4 | $947K | Buy |
14,003
+3
| +0% | +$203 | 0.01% | 647 |
|
|
2016
Q3 | $704K | Hold |
14,000
| – | – | ﹤0.01% | 740 |
|
|
2016
Q2 | $637K | Buy |
+14,000
| New | +$637K | ﹤0.01% | 676 |
|