Creative Planning’s CNO Financial Group CNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Buy |
8,769
+823
| +10% | +$31.8K | ﹤0.01% | 2779 |
|
|
2025
Q1 | $331K | Sell |
7,946
-913
| -10% | -$38K | ﹤0.01% | 2654 |
|
|
2024
Q4 | $330K | Buy |
8,859
+86
| +1% | +$3.2K | ﹤0.01% | 2571 |
|
|
2024
Q3 | $308K | Sell |
8,773
-2,234
| -20% | -$78.4K | ﹤0.01% | 2499 |
|
|
2024
Q2 | $305K | Buy |
11,007
+742
| +7% | +$20.6K | ﹤0.01% | 2322 |
|
|
2024
Q1 | $282K | Sell |
10,265
-375
| -4% | -$10.3K | ﹤0.01% | 2296 |
|
|
2023
Q4 | $297K | Sell |
10,640
-118
| -1% | -$3.29K | ﹤0.01% | 2092 |
|
|
2023
Q3 | $255K | Sell |
10,758
-2,094
| -16% | -$49.7K | ﹤0.01% | 2057 |
|
|
2023
Q2 | $304K | Buy |
12,852
+1,496
| +13% | +$35.4K | ﹤0.01% | 1899 |
|
|
2023
Q1 | $252K | Buy |
+11,356
| New | +$252K | ﹤0.01% | 1942 |
|
|
2017
Q3 | – | Sell |
-4,523
| Closed | -$94K | – | 2174 |
|
|
2017
Q2 | $94K | Buy |
4,523
+5
| +0.1% | +$104 | ﹤0.01% | 2021 |
|
|
2017
Q1 | $93K | Buy |
4,518
+504
| +13% | +$10.4K | ﹤0.01% | 1995 |
|
|
2016
Q4 | $77K | Buy |
4,014
+4
| +0.1% | +$77 | ﹤0.01% | 2028 |
|
|
2016
Q3 | $61K | Buy |
4,010
+1,201
| +43% | +$18.3K | ﹤0.01% | 2180 |
|
|
2016
Q2 | $49K | Sell |
2,809
-10
| -0.4% | -$174 | ﹤0.01% | 2131 |
|
|
2016
Q1 | $51K | Sell |
2,819
-160
| -5% | -$2.9K | ﹤0.01% | 2076 |
|
|
2015
Q4 | $57K | Sell |
2,979
-5
| -0.2% | -$96 | ﹤0.01% | 1989 |
|
|
2015
Q3 | $56K | Buy |
+2,984
| New | +$56K | ﹤0.01% | 1949 |
|
|
2015
Q2 | – | Sell |
-3,590
| Closed | -$62K | – | 1389 |
|
|
2015
Q1 | $62K | Buy |
3,590
+1,011
| +39% | +$17.5K | ﹤0.01% | 1852 |
|
|
2014
Q4 | $44K | Sell |
2,579
-493
| -16% | -$8.41K | ﹤0.01% | 2069 |
|
|
2014
Q3 | $52K | Buy |
3,072
+3
| +0.1% | +$51 | ﹤0.01% | 1876 |
|
|
2014
Q2 | $55K | Buy |
3,069
+500
| +19% | +$8.96K | ﹤0.01% | 1799 |
|
|
2014
Q1 | $46K | Hold |
2,569
| – | – | ﹤0.01% | 1843 |
|
|
2013
Q4 | $45K | Buy |
2,569
+5
| +0.2% | +$88 | ﹤0.01% | 1669 |
|
|
2013
Q3 | $37K | Sell |
2,564
-400
| -13% | -$5.77K | ﹤0.01% | 1702 |
|
|
2013
Q2 | $38K | Buy |
+2,964
| New | +$38K | ﹤0.01% | 1523 |
|