Creative Planning’s Chord Energy CHRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
21,111
+5,754
| +37% | +$557K | ﹤0.01% | 1290 |
|
|
2025
Q1 | $1.73M | Buy |
15,357
+3,534
| +30% | +$398K | ﹤0.01% | 1280 |
|
|
2024
Q4 | $1.38M | Buy |
11,823
+1,356
| +13% | +$159K | ﹤0.01% | 1397 |
|
|
2024
Q3 | $1.36M | Sell |
10,467
-4,281
| -29% | -$558K | ﹤0.01% | 1295 |
|
|
2024
Q2 | $2.47M | Buy |
14,748
+6,786
| +85% | +$1.14M | ﹤0.01% | 897 |
|
|
2024
Q1 | $1.42M | Buy |
7,962
+1,044
| +15% | +$186K | ﹤0.01% | 1120 |
|
|
2023
Q4 | $1.15M | Buy |
6,918
+1,315
| +23% | +$219K | ﹤0.01% | 1158 |
|
|
2023
Q3 | $908K | Buy |
5,603
+1,990
| +55% | +$323K | ﹤0.01% | 1206 |
|
|
2023
Q2 | $556K | Buy |
3,613
+2,025
| +128% | +$311K | ﹤0.01% | 1477 |
|
|
2023
Q1 | $214K | Buy |
+1,588
| New | +$214K | ﹤0.01% | 2074 |
|
|
2020
Q4 | – | Sell |
-253,585
| Closed | -$71K | – | 2122 |
|
|
2020
Q3 | $71K | Buy |
253,585
+101,782
| +67% | +$28.5K | ﹤0.01% | 1829 |
|
|
2020
Q2 | $114K | Buy |
151,803
+70,756
| +87% | +$53.1K | ﹤0.01% | 1616 |
|
|
2020
Q1 | $28K | Sell |
81,047
-460,400
| -85% | -$159K | ﹤0.01% | 1659 |
|
|
2019
Q4 | $1.77M | Sell |
541,447
-95,010
| -15% | -$310K | 0.01% | 554 |
|
|
2019
Q3 | $2.2M | Sell |
636,457
-398,033
| -38% | -$1.38M | 0.01% | 465 |
|
|
2019
Q2 | $5.88M | Sell |
1,034,490
-13,367
| -1% | -$75.9K | 0.02% | 261 |
|
|
2019
Q1 | $6.33M | Buy |
1,047,857
+511,051
| +95% | +$3.09M | 0.02% | 229 |
|
|
2018
Q4 | $2.97M | Buy |
536,806
+151,748
| +39% | +$839K | 0.01% | 347 |
|
|
2018
Q3 | $5.46M | Sell |
385,058
-41,405
| -10% | -$587K | 0.02% | 251 |
|
|
2018
Q2 | $5.53M | Sell |
426,463
-116,347
| -21% | -$1.51M | 0.02% | 237 |
|
|
2018
Q1 | $4.4M | Buy |
542,810
+47,592
| +10% | +$386K | 0.02% | 275 |
|
|
2017
Q4 | $4.17M | Buy |
495,218
+279,663
| +130% | +$2.35M | 0.02% | 279 |
|
|
2017
Q3 | $1.97M | Buy |
215,555
+102,921
| +91% | +$939K | 0.01% | 466 |
|
|
2017
Q2 | $907K | Buy |
112,634
+88,252
| +362% | +$711K | ﹤0.01% | 732 |
|
|
2017
Q1 | $348K | Buy |
24,382
+323
| +1% | +$4.61K | ﹤0.01% | 1168 |
|
|
2016
Q4 | $364K | Buy |
24,059
+801
| +3% | +$12.1K | ﹤0.01% | 1084 |
|
|
2016
Q3 | $267K | Sell |
23,258
-500
| -2% | -$5.74K | ﹤0.01% | 1238 |
|
|
2016
Q2 | $222K | Buy |
23,758
+1,187
| +5% | +$11.1K | ﹤0.01% | 1199 |
|
|
2016
Q1 | $164K | Buy |
22,571
+100
| +0.4% | +$727 | ﹤0.01% | 1314 |
|
|
2015
Q4 | $166K | Sell |
22,471
-1,400
| -6% | -$10.3K | ﹤0.01% | 1307 |
|
|
2015
Q3 | $207K | Sell |
23,871
-180
| -0.7% | -$1.56K | ﹤0.01% | 1166 |
|
|
2015
Q2 | $381K | Buy |
24,051
+1,000
| +4% | +$15.8K | ﹤0.01% | 736 |
|
|
2015
Q1 | $328K | Sell |
23,051
-39
| -0.2% | -$555 | ﹤0.01% | 944 |
|
|
2014
Q4 | $382K | Buy |
23,090
+12,390
| +116% | +$205K | ﹤0.01% | 808 |
|
|
2014
Q3 | $447K | Buy |
10,700
+1,180
| +12% | +$49.3K | 0.01% | 701 |
|
|
2014
Q2 | $532K | Buy |
9,520
+3,905
| +70% | +$218K | 0.01% | 624 |
|
|
2014
Q1 | $234K | Buy |
5,615
+2,885
| +106% | +$120K | ﹤0.01% | 926 |
|
|
2013
Q4 | $128K | Sell |
2,730
-600
| -18% | -$28.1K | ﹤0.01% | 1064 |
|
|
2013
Q3 | $164K | Buy |
3,330
+3,230
| +3,230% | +$159K | ﹤0.01% | 845 |
|
|
2013
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 2612 |
|