Creative Planning’s Comerica CMA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
32,069
+2,806
| +10% | +$167K | ﹤0.01% | 1345 |
|
|
2025
Q1 | $1.73M | Buy |
29,263
+6,835
| +30% | +$404K | ﹤0.01% | 1281 |
|
|
2024
Q4 | $1.39M | Sell |
22,428
-23,802
| -51% | -$1.47M | ﹤0.01% | 1392 |
|
|
2024
Q3 | $2.77M | Sell |
46,230
-2,608
| -5% | -$156K | ﹤0.01% | 902 |
|
|
2024
Q2 | $2.49M | Buy |
48,838
+514
| +1% | +$26.2K | ﹤0.01% | 892 |
|
|
2024
Q1 | $2.66M | Buy |
48,324
+980
| +2% | +$53.9K | ﹤0.01% | 850 |
|
|
2023
Q4 | $2.64M | Sell |
47,344
-60,892
| -56% | -$3.4M | ﹤0.01% | 794 |
|
|
2023
Q3 | $4.5M | Buy |
108,236
+3,640
| +3% | +$151K | 0.01% | 565 |
|
|
2023
Q2 | $4.43M | Buy |
104,596
+82,992
| +384% | +$3.52M | 0.01% | 552 |
|
|
2023
Q1 | $938K | Buy |
21,604
+98
| +0.5% | +$4.26K | ﹤0.01% | 1110 |
|
|
2022
Q4 | $1.44M | Buy |
21,506
+1,320
| +7% | +$88.2K | ﹤0.01% | 862 |
|
|
2022
Q3 | $1.44M | Buy |
20,186
+1,930
| +11% | +$137K | ﹤0.01% | 803 |
|
|
2022
Q2 | $1.34M | Sell |
18,256
-436
| -2% | -$32K | ﹤0.01% | 850 |
|
|
2022
Q1 | $1.69M | Buy |
18,692
+520
| +3% | +$47K | ﹤0.01% | 770 |
|
|
2021
Q4 | $1.58M | Buy |
18,172
+1,620
| +10% | +$141K | ﹤0.01% | 770 |
|
|
2021
Q3 | $1.33M | Buy |
16,552
+1,508
| +10% | +$121K | ﹤0.01% | 823 |
|
|
2021
Q2 | $1.07M | Sell |
15,044
-2,917
| -16% | -$208K | ﹤0.01% | 903 |
|
|
2021
Q1 | $1.29M | Buy |
17,961
+714
| +4% | +$51.2K | ﹤0.01% | 900 |
|
|
2020
Q4 | $963K | Sell |
17,247
-2,488
| -13% | -$139K | ﹤0.01% | 963 |
|
|
2020
Q3 | $755K | Buy |
19,735
+127
| +0.6% | +$4.86K | ﹤0.01% | 912 |
|
|
2020
Q2 | $747K | Buy |
19,608
+1,005
| +5% | +$38.3K | ﹤0.01% | 843 |
|
|
2020
Q1 | $546K | Sell |
18,603
-2,077
| -10% | -$61K | ﹤0.01% | 887 |
|
|
2019
Q4 | $1.48M | Sell |
20,680
-280
| -1% | -$20.1K | ﹤0.01% | 623 |
|
|
2019
Q3 | $1.38M | Buy |
20,960
+1,627
| +8% | +$107K | ﹤0.01% | 620 |
|
|
2019
Q2 | $1.4M | Buy |
19,333
+693
| +4% | +$50.3K | ﹤0.01% | 613 |
|
|
2019
Q1 | $1.37M | Sell |
18,640
-2,550
| -12% | -$187K | ﹤0.01% | 606 |
|
|
2018
Q4 | $1.46M | Buy |
21,190
+14,146
| +201% | +$972K | 0.01% | 512 |
|
|
2018
Q3 | $635K | Buy |
7,044
+1,196
| +20% | +$108K | ﹤0.01% | 950 |
|
|
2018
Q2 | $532K | Buy |
5,848
+225
| +4% | +$20.5K | ﹤0.01% | 1028 |
|
|
2018
Q1 | $539K | Buy |
5,623
+351
| +7% | +$33.6K | ﹤0.01% | 1035 |
|
|
2017
Q4 | $458K | Buy |
5,272
+1,212
| +30% | +$105K | ﹤0.01% | 1125 |
|
|
2017
Q3 | $310K | Buy |
4,060
+789
| +24% | +$60.2K | ﹤0.01% | 1303 |
|
|
2017
Q2 | $240K | Sell |
3,271
-45
| -1% | -$3.3K | ﹤0.01% | 1400 |
|
|
2017
Q1 | $227K | Buy |
3,316
+1,191
| +56% | +$81.5K | ﹤0.01% | 1402 |
|
|
2016
Q4 | $145K | Buy |
2,125
+63
| +3% | +$4.3K | ﹤0.01% | 1593 |
|
|
2016
Q3 | $98K | Buy |
2,062
+1,026
| +99% | +$48.8K | ﹤0.01% | 1847 |
|
|
2016
Q2 | $43K | Buy |
1,036
+2
| +0.2% | +$83 | ﹤0.01% | 2222 |
|
|
2016
Q1 | $39K | Buy |
1,034
+2
| +0.2% | +$75 | ﹤0.01% | 2252 |
|
|
2015
Q4 | $43K | Buy |
1,032
+2
| +0.2% | +$83 | ﹤0.01% | 2208 |
|
|
2015
Q3 | $42K | Buy |
+1,030
| New | +$42K | ﹤0.01% | 2143 |
|
|
2015
Q2 | – | Sell |
-1,272
| Closed | -$57K | – | 1383 |
|
|
2015
Q1 | $57K | Sell |
1,272
-900
| -41% | -$40.3K | ﹤0.01% | 1921 |
|
|
2014
Q4 | $102K | Buy |
2,172
+98
| +5% | +$4.6K | ﹤0.01% | 1531 |
|
|
2014
Q3 | $103K | Hold |
2,074
| – | – | ﹤0.01% | 1443 |
|
|
2014
Q2 | $104K | Buy |
2,074
+277
| +15% | +$13.9K | ﹤0.01% | 1394 |
|
|
2014
Q1 | $93K | Buy |
1,797
+654
| +57% | +$33.8K | ﹤0.01% | 1438 |
|
|
2013
Q4 | $54K | Sell |
1,143
-13
| -1% | -$614 | ﹤0.01% | 1554 |
|
|
2013
Q3 | $45K | Hold |
1,156
| – | – | ﹤0.01% | 1574 |
|
|
2013
Q2 | $46K | Buy |
+1,156
| New | +$46K | ﹤0.01% | 1430 |
|