Creative Planning’s Chimera Investment CIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Buy |
21,766
+9,828
| +82% | +$136K | ﹤0.01% | 2879 |
|
|
2025
Q1 | $153K | Buy |
11,938
+269
| +2% | +$3.45K | ﹤0.01% | 3141 |
|
|
2024
Q4 | $163K | Sell |
11,669
-2,920
| -20% | -$40.9K | ﹤0.01% | 3029 |
|
|
2024
Q3 | $231K | Buy |
+14,589
| New | +$231K | ﹤0.01% | 2729 |
|
|
2023
Q4 | – | Sell |
-4,378
| Closed | -$71.7K | – | 2770 |
|
|
2023
Q3 | $71.7K | Sell |
4,378
-97
| -2% | -$1.59K | ﹤0.01% | 2427 |
|
|
2023
Q2 | $77.5K | Sell |
4,475
-253
| -5% | -$4.38K | ﹤0.01% | 2372 |
|
|
2023
Q1 | $80K | Sell |
4,728
-164
| -3% | -$2.78K | ﹤0.01% | 2268 |
|
|
2022
Q4 | $80.7K | Buy |
4,892
+158
| +3% | +$2.61K | ﹤0.01% | 2163 |
|
|
2022
Q3 | $74K | Buy |
4,734
+113
| +2% | +$1.77K | ﹤0.01% | 2052 |
|
|
2022
Q2 | $122K | Sell |
4,621
-375
| -8% | -$9.9K | ﹤0.01% | 1941 |
|
|
2022
Q1 | $180K | Buy |
4,996
+986
| +25% | +$35.5K | ﹤0.01% | 1906 |
|
|
2021
Q4 | $181K | Sell |
4,010
-635
| -14% | -$28.7K | ﹤0.01% | 1888 |
|
|
2021
Q3 | $207K | Sell |
4,645
-2,825
| -38% | -$126K | ﹤0.01% | 1837 |
|
|
2021
Q2 | $338K | Sell |
7,470
-4,225
| -36% | -$191K | ﹤0.01% | 1496 |
|
|
2021
Q1 | $446K | Buy |
11,695
+1,234
| +12% | +$47.1K | ﹤0.01% | 1493 |
|
|
2020
Q4 | $322K | Sell |
10,461
-3,609
| -26% | -$111K | ﹤0.01% | 1550 |
|
|
2020
Q3 | $346K | Buy |
14,070
+828
| +6% | +$20.4K | ﹤0.01% | 1311 |
|
|
2020
Q2 | $382K | Sell |
13,242
-1,074
| -8% | -$31K | ﹤0.01% | 1159 |
|
|
2020
Q1 | $391K | Sell |
14,316
-4,847
| -25% | -$132K | ﹤0.01% | 1054 |
|
|
2019
Q4 | $1.18M | Buy |
19,163
+103
| +0.5% | +$6.35K | ﹤0.01% | 710 |
|
|
2019
Q3 | $1.12M | Buy |
19,060
+1,136
| +6% | +$66.6K | ﹤0.01% | 698 |
|
|
2019
Q2 | $1.02M | Sell |
17,924
-78
| -0.4% | -$4.42K | ﹤0.01% | 752 |
|
|
2019
Q1 | $1.01M | Buy |
18,002
+2,345
| +15% | +$132K | ﹤0.01% | 733 |
|
|
2018
Q4 | $837K | Sell |
15,657
-580
| -4% | -$31K | ﹤0.01% | 735 |
|
|
2018
Q3 | $883K | Sell |
16,237
-2,275
| -12% | -$124K | ﹤0.01% | 809 |
|
|
2018
Q2 | $1.02M | Buy |
18,512
+118
| +0.6% | +$6.47K | ﹤0.01% | 733 |
|
|
2018
Q1 | $961K | Sell |
18,394
-1,672
| -8% | -$87.4K | ﹤0.01% | 756 |
|
|
2017
Q4 | $1.11M | Buy |
20,066
+4,237
| +27% | +$235K | ﹤0.01% | 673 |
|
|
2017
Q3 | $898K | Sell |
15,829
-711
| -4% | -$40.3K | ﹤0.01% | 766 |
|
|
2017
Q2 | $924K | Sell |
16,540
-2,693
| -14% | -$150K | ﹤0.01% | 725 |
|
|
2017
Q1 | $1.16M | Buy |
19,233
+3,139
| +20% | +$190K | 0.01% | 608 |
|
|
2016
Q4 | $822K | Sell |
16,094
-3,542
| -18% | -$181K | 0.01% | 694 |
|
|
2016
Q3 | $940K | Sell |
19,636
-191
| -1% | -$9.14K | 0.01% | 614 |
|
|
2016
Q2 | $934K | Sell |
19,827
-2,530
| -11% | -$119K | 0.01% | 542 |
|
|
2016
Q1 | $911K | Sell |
22,357
-2,644
| -11% | -$108K | 0.01% | 532 |
|
|
2015
Q4 | $1.02M | Buy |
25,001
+7,133
| +40% | +$292K | 0.01% | 497 |
|
|
2015
Q3 | $717K | Buy |
17,868
+1,995
| +13% | +$80.1K | 0.01% | 589 |
|
|
2015
Q2 | $653K | Buy |
+15,873
| New | +$653K | 0.01% | 586 |
|
|
2015
Q1 | – | Sell |
-12,505
| Closed | -$597K | – | 4071 |
|
|
2014
Q4 | $597K | Sell |
12,505
-52,971
| -81% | -$2.53M | 0.01% | 624 |
|
|
2014
Q3 | $2.99M | Buy |
65,476
+3,555
| +6% | +$162K | 0.03% | 182 |
|
|
2014
Q2 | $2.96M | Buy |
61,921
+1,047
| +2% | +$50.1K | 0.04% | 171 |
|
|
2014
Q1 | $2.79M | Buy |
60,874
+4,324
| +8% | +$198K | 0.04% | 156 |
|
|
2013
Q4 | $2.63M | Buy |
56,550
+49,305
| +681% | +$2.29M | 0.04% | 151 |
|
|
2013
Q3 | $330K | Buy |
7,245
+57
| +0.8% | +$2.6K | 0.01% | 558 |
|
|
2013
Q2 | $323K | Buy |
+7,188
| New | +$323K | 0.01% | 527 |
|