Creative Planning’s Clearfield CLFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $420K | Buy |
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|
2025
Q2 | $505K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $2.98M | Sell |
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|
2024
Q3 | $3.84M | Buy |
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|
2024
Q2 | $3.78M | Buy |
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|
2024
Q1 | $2.95M | Buy |
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|
2023
Q4 | $2.77M | Buy |
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|
2023
Q3 | $2.69M | Sell |
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|
2023
Q2 | $4.45M | Buy |
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|
2023
Q1 | $3.96M | Sell |
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|
2022
Q4 | $8.01M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $867K | Buy |
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|
2020
Q4 | $684K | Buy |
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|
2020
Q3 | $303K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $8K | Buy |
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