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 |
|