Creative Planning’s Cannae Holdings CNNE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$483K Sell
23,162
-3,161
-12% -$65.9K ﹤0.01% 2489
2025
Q1
$482K Sell
26,323
-13,217
-33% -$242K ﹤0.01% 2316
2024
Q4
$785K Buy
39,540
+5,336
+16% +$106K ﹤0.01% 1843
2024
Q3
$652K Buy
34,204
+11,925
+54% +$227K ﹤0.01% 1872
2024
Q2
$404K Sell
22,279
-19,143
-46% -$347K ﹤0.01% 2108
2024
Q1
$921K Buy
41,422
+23,448
+130% +$521K ﹤0.01% 1384
2023
Q4
$351K Buy
+17,974
New +$351K ﹤0.01% 1977
2022
Q2
Sell
-122
Closed -$3K 2229
2022
Q1
$3K Buy
+122
New +$3K ﹤0.01% 2220
2020
Q4
Sell
-63,907
Closed -$2.38M 2123
2020
Q3
$2.38M Buy
63,907
+198
+0.3% +$7.38K 0.01% 495
2020
Q2
$2.62M Hold
63,709
0.01% 409
2020
Q1
$2.13M Hold
63,709
0.01% 411
2019
Q4
$2.37M Sell
63,709
-66
-0.1% -$2.45K 0.01% 464
2019
Q3
$1.75M Sell
63,775
-176
-0.3% -$4.84K 0.01% 534
2019
Q2
$1.85M Buy
+63,951
New +$1.85M 0.01% 520