Creative Planning’s CEMIG Preferred Shares CIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Sell |
111,399
-19,869
| -15% | -$38.9K | ﹤0.01% | 3145 |
|
|
2025
Q1 | $231K | Sell |
131,268
-55,257
| -30% | -$97.3K | ﹤0.01% | 2945 |
|
|
2024
Q4 | $330K | Sell |
186,525
-33,606
| -15% | -$59.5K | ﹤0.01% | 2568 |
|
|
2024
Q3 | $453K | Buy |
220,131
+5,343
| +2% | +$11K | ﹤0.01% | 2192 |
|
|
2024
Q2 | $378K | Buy |
214,788
+66,639
| +45% | +$117K | ﹤0.01% | 2167 |
|
|
2024
Q1 | $281K | Buy |
148,149
+34,714
| +31% | +$66K | ﹤0.01% | 2299 |
|
|
2023
Q4 | $202K | Buy |
113,435
+339
| +0.3% | +$605 | ﹤0.01% | 2418 |
|
|
2023
Q3 | $211K | Buy |
113,096
+14,548
| +15% | +$27.1K | ﹤0.01% | 2199 |
|
|
2023
Q2 | $199K | Buy |
98,548
+390
| +0.4% | +$789 | ﹤0.01% | 2206 |
|
|
2023
Q1 | $169K | Buy |
98,158
+11,435
| +13% | +$19.7K | ﹤0.01% | 2160 |
|
|
2022
Q4 | $135K | Buy |
86,723
+41,500
| +92% | +$64.8K | ﹤0.01% | 2097 |
|
|
2022
Q3 | $70K | Sell |
45,223
-2,492
| -5% | -$3.86K | ﹤0.01% | 2060 |
|
|
2022
Q2 | $74K | Buy |
47,715
+14,628
| +44% | +$22.7K | ﹤0.01% | 1991 |
|
|
2022
Q1 | $63K | Hold |
33,087
| – | – | ﹤0.01% | 2029 |
|
|
2021
Q4 | $48K | Hold |
33,087
| – | – | ﹤0.01% | 2001 |
|
|
2021
Q3 | $49K | Buy |
33,087
+10,823
| +49% | +$16K | ﹤0.01% | 1986 |
|
|
2021
Q2 | $31K | Sell |
22,264
-10,971
| -33% | -$15.3K | ﹤0.01% | 1941 |
|
|
2021
Q1 | $40K | Hold |
33,235
| – | – | ﹤0.01% | 2274 |
|
|
2020
Q4 | $51K | Buy |
33,235
+1,334
| +4% | +$2.05K | ﹤0.01% | 2025 |
|
|
2020
Q3 | $31K | Buy |
+31,901
| New | +$31K | ﹤0.01% | 1890 |
|
|
2019
Q1 | – | Sell |
-23,924
| Closed | -$43K | – | 1861 |
|
|
2018
Q4 | $43K | Sell |
23,924
-32,468
| -58% | -$58.4K | ﹤0.01% | 1701 |
|
|
2018
Q3 | $49K | Buy |
56,392
+785
| +1% | +$682 | ﹤0.01% | 1842 |
|
|
2018
Q2 | $52K | Sell |
55,607
-690,731
| -93% | -$646K | ﹤0.01% | 1817 |
|
|
2018
Q1 | $982K | Sell |
746,338
-38,839
| -5% | -$51.1K | ﹤0.01% | 742 |
|
|
2017
Q4 | $824K | Buy |
785,177
+750,585
| +2,170% | +$788K | ﹤0.01% | 825 |
|
|
2017
Q3 | $44K | Sell |
34,592
-11,771
| -25% | -$15K | ﹤0.01% | 1772 |
|
|
2017
Q2 | $57K | Sell |
46,363
-124,945
| -73% | -$154K | ﹤0.01% | 2400 |
|
|
2017
Q1 | $287K | Buy |
171,308
+170,025
| +13,252% | +$285K | ﹤0.01% | 1284 |
|
|
2016
Q4 | $1K | Hold |
1,283
| – | – | ﹤0.01% | 4271 |
|
|
2016
Q3 | $2K | Sell |
1,283
-3,402
| -73% | -$5.3K | ﹤0.01% | 4083 |
|
|
2016
Q2 | $5K | Buy |
4,685
+2,586
| +123% | +$2.76K | ﹤0.01% | 3548 |
|
|
2016
Q1 | $2K | Sell |
2,099
-14,916
| -88% | -$14.2K | ﹤0.01% | 3854 |
|
|
2015
Q4 | $13K | Sell |
17,015
-1,275
| -7% | -$974 | ﹤0.01% | 3069 |
|
|
2015
Q3 | $17K | Buy |
+18,290
| New | +$17K | ﹤0.01% | 2821 |
|
|
2015
Q2 | – | Sell |
-630
| Closed | -$1K | – | 1369 |
|
|
2015
Q1 | $1K | Sell |
630
-4,904
| -89% | -$7.78K | ﹤0.01% | 3884 |
|
|
2014
Q4 | $14K | Buy |
5,534
+4,959
| +862% | +$12.5K | ﹤0.01% | 2860 |
|
|
2014
Q3 | $2K | Sell |
575
-3,445
| -86% | -$12K | ﹤0.01% | 3546 |
|
|
2014
Q2 | $16K | Buy |
4,020
+3,439
| +592% | +$13.7K | ﹤0.01% | 2569 |
|
|
2014
Q1 | $2K | Sell |
581
-164,177
| -100% | -$565K | ﹤0.01% | 3257 |
|
|
2013
Q4 | $500K | Sell |
164,758
-11,254
| -6% | -$34.2K | 0.01% | 521 |
|
|
2013
Q3 | $593K | Buy |
+176,012
| New | +$593K | 0.01% | 398 |
|