Creative Planning’s Clearfield CLFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Buy |
+11,644
| New | +$505K | ﹤0.01% | 2457 |
|
|
2025
Q1 | – | Sell |
-96,040
| Closed | -$2.98M | – | 3484 |
|
|
2024
Q4 | $2.98M | Sell |
96,040
-2,559
| -3% | -$79.3K | ﹤0.01% | 902 |
|
|
2024
Q3 | $3.84M | Buy |
98,599
+511
| +0.5% | +$19.9K | ﹤0.01% | 742 |
|
|
2024
Q2 | $3.78M | Buy |
98,088
+2,426
| +3% | +$93.5K | ﹤0.01% | 720 |
|
|
2024
Q1 | $2.95M | Buy |
95,662
+257
| +0.3% | +$7.93K | ﹤0.01% | 808 |
|
|
2023
Q4 | $2.77M | Buy |
95,405
+1,681
| +2% | +$48.9K | 0.01% | 778 |
|
|
2023
Q3 | $2.69M | Sell |
93,724
-192
| -0.2% | -$5.5K | ﹤0.01% | 731 |
|
|
2023
Q2 | $4.45M | Buy |
93,916
+8,882
| +10% | +$421K | 0.01% | 551 |
|
|
2023
Q1 | $3.96M | Sell |
85,034
-88
| -0.1% | -$4.1K | 0.01% | 564 |
|
|
2022
Q4 | $8.01M | Buy |
+85,122
| New | +$8.01M | 0.01% | 383 |
|
|
2021
Q2 | – | Sell |
-28,772
| Closed | -$867K | – | 2058 |
|
|
2021
Q1 | $867K | Buy |
28,772
+1,092
| +4% | +$32.9K | ﹤0.01% | 1097 |
|
|
2020
Q4 | $684K | Buy |
27,680
+12,680
| +85% | +$313K | ﹤0.01% | 1127 |
|
|
2020
Q3 | $303K | Buy |
+15,000
| New | +$303K | ﹤0.01% | 1399 |
|
|
2016
Q3 | – | Sell |
-442
| Closed | -$8K | – | 4378 |
|
|
2016
Q2 | $8K | Buy |
+442
| New | +$8K | ﹤0.01% | 3320 |
|