Creative Planning’s Calumet Specialty Products CLMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $784K | Hold |
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|
2025
Q2 | $677K | Hold |
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|
2025
Q1 | $545K | Sell |
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|
2024
Q4 | $953K | Sell |
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|
2024
Q3 | $1.22M | Buy |
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|
2024
Q2 | $1M | Buy |
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|
2024
Q1 | $634K | Sell |
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|
2023
Q4 | $788K | Sell |
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|
2023
Q3 | $915K | Hold |
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|
2023
Q2 | $759K | Hold |
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|
2023
Q1 | $832K | Hold |
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|
2022
Q4 | $808K | Buy |
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|
2022
Q3 | $611K | Hold |
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|
2022
Q2 | $495K | Hold |
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|
2022
Q1 | $649K | Hold |
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|
2021
Q4 | $629K | Buy |
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|
2021
Q3 | $376K | Hold |
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|
2021
Q2 | $327K | Sell |
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|
2021
Q1 | $291K | Sell |
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|
2020
Q4 | $151K | Buy |
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|
2020
Q3 | $99K | Sell |
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|
2020
Q2 | $89K | Sell |
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|
2020
Q1 | $42K | Sell |
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|
2019
Q4 | $185K | Sell |
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|
2019
Q3 | $198K | Sell |
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|
2019
Q2 | $235K | Buy |
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|
2019
Q1 | $199K | Buy |
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|
2018
Q4 | $123K | Buy |
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|
2018
Q3 | $356K | Buy |
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|
2018
Q2 | $138K | Sell |
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|
2018
Q1 | $134K | Buy |
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|
2017
Q4 | $92K | Sell |
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|
2017
Q3 | $231K | Buy |
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|
2017
Q2 | $112K | Sell |
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|
2017
Q1 | $155K | Sell |
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|
2016
Q4 | $183K | Buy |
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|
2016
Q3 | $162K | Buy |
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|
2016
Q2 | $166K | Buy |
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|
2016
Q1 | $314K | Sell |
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|
2015
Q4 | $536K | Buy |
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|
2015
Q3 | $453K | Sell |
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|
2015
Q2 | $486K | Sell |
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|
2015
Q1 | $526K | Buy |
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|
2014
Q4 | $380K | Buy |
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|
2014
Q3 | $422K | Buy |
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|
2014
Q2 | $379K | Sell |
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|
2014
Q1 | $488K | Buy |
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|
2013
Q4 | $438K | Buy |
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|
2013
Q3 | $431K | Buy |
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|
2013
Q2 | $297K | Buy |
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