Creative Planning’s Chimera Investment CIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $297K | Sell |
23,671
-502
| -2% | -$6.55K | ﹤0.01% | 3433 |
|
|
2025
Q4 | $300K | Buy |
24,173
+3,232
| +15% | +$41.1K | ﹤0.01% | 3238 |
|
|
2025
Q3 | $277K | Sell |
20,941
-825
| -4% | -$11.5K | ﹤0.01% | 3210 |
|
|
2025
Q2 | $302K | Buy |
21,766
+9,828
| +82% | +$126K | ﹤0.01% | 2888 |
|
|
2025
Q1 | $153K | Buy |
11,938
+269
| +2% | +$3.78K | ﹤0.01% | 3152 |
|
|
2024
Q4 | $163K | Sell |
11,669
-2,920
| -20% | -$43.8K | ﹤0.01% | 3039 |
|
|
2024
Q3 | $231K | Buy |
+14,589
| New | +$218K | ﹤0.01% | 2729 |
|
|
2023
Q4 | – | Sell |
-4,378
| Closed | -$71.7K | – | 2811 |
|
|
2023
Q3 | $71.7K | Sell |
4,378
-97
| -2% | -$1.7K | ﹤0.01% | 2440 |
|
|
2023
Q2 | $77.5K | Sell |
4,475
-253
| -5% | -$4.03K | ﹤0.01% | 2389 |
|
|
2023
Q1 | $80K | Sell |
4,728
-164
| -3% | -$3.14K | ﹤0.01% | 2284 |
|
|
2022
Q4 | $80.7K | Buy |
4,892
+158
| +3% | +$2.95K | ﹤0.01% | 2175 |
|
|
2022
Q3 | $74K | Buy |
4,734
+113
| +2% | +$2.94K | ﹤0.01% | 2074 |
|
|
2022
Q2 | $122K | Sell |
4,621
-375
| -8% | -$11.1K | ﹤0.01% | 1952 |
|
|
2022
Q1 | $180K | Buy |
4,996
+986
| +25% | +$39.3K | ﹤0.01% | 1909 |
|
|
2021
Q4 | $181K | Sell |
4,010
-635
| -14% | -$30K | ﹤0.01% | 1888 |
|
|
2021
Q3 | $207K | Sell |
4,645
-2,825
| -38% | -$127K | ﹤0.01% | 1840 |
|
|
2021
Q2 | $338K | Sell |
7,470
-4,225
| -36% | -$176K | ﹤0.01% | 1502 |
|
|
2021
Q1 | $446K | Buy |
11,695
+1,234
| +12% | +$42.2K | ﹤0.01% | 1516 |
|
|
2020
Q4 | $322K | Sell |
10,461
-3,609
| -26% | -$105K | ﹤0.01% | 1577 |
|
|
2020
Q3 | $346K | Buy |
14,070
+828
| +6% | +$22.1K | ﹤0.01% | 1330 |
|
|
2020
Q2 | $382K | Sell |
13,242
-1,074
| -8% | -$27.6K | ﹤0.01% | 1172 |
|
|
2020
Q1 | $391K | Sell |
14,316
-4,847
| -25% | -$275K | ﹤0.01% | 1065 |
|
|
2019
Q4 | $1.18M | Buy |
19,163
+103
| +0.5% | +$6.28K | ﹤0.01% | 714 |
|
|
2019
Q3 | $1.12M | Buy |
19,060
+1,136
| +6% | +$66.1K | ﹤0.01% | 701 |
|
|
2019
Q2 | $1.01M | Sell |
17,924
-78
| -0.4% | -$4.42K | ﹤0.01% | 756 |
|
|
2019
Q1 | $1.01M | Buy |
18,002
+2,345
| +15% | +$132K | ﹤0.01% | 736 |
|
|
2018
Q4 | $837K | Sell |
15,657
-580
| -4% | -$31.7K | ﹤0.01% | 740 |
|
|
2018
Q3 | $883K | Sell |
16,237
-2,275
| -12% | -$128K | ﹤0.01% | 814 |
|
|
2018
Q2 | $1.01M | Buy |
18,512
+118
| +0.6% | +$6.37K | ﹤0.01% | 740 |
|
|
2018
Q1 | $961K | Sell |
18,394
-1,672
| -8% | -$87.5K | ﹤0.01% | 762 |
|
|
2017
Q4 | $1.11M | Buy |
20,066
+4,237
| +27% | +$237K | ﹤0.01% | 680 |
|
|
2017
Q3 | $898K | Sell |
15,829
-711
| -4% | -$40.4K | ﹤0.01% | 770 |
|
|
2017
Q2 | $924K | Sell |
16,540
-2,693
| -14% | -$156K | ﹤0.01% | 731 |
|
|
2017
Q1 | $1.16M | Buy |
19,233
+3,139
| +20% | +$175K | 0.01% | 611 |
|
|
2016
Q4 | $822K | Sell |
16,094
-3,542
| -18% | -$173K | 0.01% | 695 |
|
|
2016
Q3 | $940K | Sell |
19,636
-191
| -1% | -$9.35K | 0.01% | 617 |
|
|
2016
Q2 | $934K | Sell |
19,827
-2,530
| -11% | -$112K | 0.01% | 542 |
|
|
2016
Q1 | $911K | Sell |
22,357
-2,644
| -11% | -$103K | 0.01% | 532 |
|
|
2015
Q4 | $1.02M | Buy |
25,001
+7,133
| +40% | +$299K | 0.01% | 499 |
|
|
2015
Q3 | $717K | Buy |
17,868
+1,995
| +13% | +$84.1K | 0.01% | 590 |
|
|
2015
Q2 | $653K | Buy |
+15,873
| New | +$708K | 0.01% | 588 |
|
|
2015
Q1 | – | Sell |
-12,505
| Closed | -$597K | – | 4227 |
|
|
2014
Q4 | $597K | Sell |
12,505
-52,971
| -81% | -$2.56M | 0.01% | 625 |
|
|
2014
Q3 | $2.99M | Buy |
65,476
+3,555
| +6% | +$171K | 0.03% | 182 |
|
|
2014
Q2 | $2.96M | Buy |
61,921
+1,047
| +2% | +$49.2K | 0.04% | 171 |
|
|
2014
Q1 | $2.79M | Buy |
60,874
+4,324
| +8% | +$201K | 0.04% | 156 |
|
|
2013
Q4 | $2.63M | Buy |
56,550
+49,305
| +681% | +$2.24M | 0.04% | 151 |
|
|
2013
Q3 | $330K | Buy |
7,245
+57
| +0.8% | +$2.54K | 0.01% | 558 |
|
|
2013
Q2 | $323K | Buy |
+7,188
| New | +$341K | 0.01% | 527 |
|
Other funds holding CIM
TIM
VPM
VCM
