Creative Planning’s Cannae Holdings CNNE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$413K Sell
2025
Q2
$483K Sell
2025
Q1
$482K Sell
2024
Q4
$785K Buy
2024
Q3
$652K Buy
2024
Q2
$404K Sell
2024
Q1
$921K Buy
2023
Q4
$351K Buy
2022
Q2
Sell
2022
Q1
$3K Buy
2020
Q4
Sell
2020
Q3
$2.38M Buy
2020
Q2
$2.62M Hold
2020
Q1
$2.13M Hold
2019
Q4
$2.37M Sell
2019
Q3
$1.75M Sell
2019
Q2
$1.85M Buy