Creative Planning’s CNO Financial Group CNO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.79M | Sell |
116,771
-15,284
| -12% | -$639K | ﹤0.01% | 1234 |
|
|
2025
Q4 | $5.61M | Buy |
132,055
+84,758
| +179% | +$3.45M | ﹤0.01% | 928 |
|
|
2025
Q3 | $1.87M | Buy |
47,297
+38,528
| +439% | +$1.47M | ﹤0.01% | 1607 |
|
|
2025
Q2 | $338K | Buy |
8,769
+823
| +10% | +$31.4K | ﹤0.01% | 2788 |
|
|
2025
Q1 | $331K | Sell |
7,946
-913
| -10% | -$36.5K | ﹤0.01% | 2661 |
|
|
2024
Q4 | $330K | Buy |
8,859
+86
| +1% | +$3.19K | ﹤0.01% | 2579 |
|
|
2024
Q3 | $308K | Sell |
8,773
-2,234
| -20% | -$71.8K | ﹤0.01% | 2499 |
|
|
2024
Q2 | $305K | Buy |
11,007
+742
| +7% | +$20.3K | ﹤0.01% | 2332 |
|
|
2024
Q1 | $282K | Sell |
10,265
-375
| -4% | -$10.1K | ﹤0.01% | 2306 |
|
|
2023
Q4 | $297K | Sell |
10,640
-118
| -1% | -$2.97K | ﹤0.01% | 2096 |
|
|
2023
Q3 | $255K | Sell |
10,758
-2,094
| -16% | -$50.4K | ﹤0.01% | 2063 |
|
|
2023
Q2 | $304K | Buy |
12,852
+1,496
| +13% | +$33.3K | ﹤0.01% | 1908 |
|
|
2023
Q1 | $252K | Buy |
+11,356
| New | +$271K | ﹤0.01% | 1949 |
|
|
2017
Q3 | – | Sell |
-4,523
| Closed | -$94K | – | 2221 |
|
|
2017
Q2 | $94K | Buy |
4,523
+5
| +0.1% | +$103 | ﹤0.01% | 2034 |
|
|
2017
Q1 | $93K | Buy |
4,518
+504
| +13% | +$10.1K | ﹤0.01% | 2009 |
|
|
2016
Q4 | $77K | Buy |
4,014
+4
| +0.1% | +$69 | ﹤0.01% | 2043 |
|
|
2016
Q3 | $61K | Buy |
4,010
+1,201
| +43% | +$19.6K | ﹤0.01% | 2196 |
|
|
2016
Q2 | $49K | Sell |
2,809
-10
| -0.4% | -$188 | ﹤0.01% | 2143 |
|
|
2016
Q1 | $51K | Sell |
2,819
-160
| -5% | -$2.79K | ﹤0.01% | 2088 |
|
|
2015
Q4 | $57K | Sell |
2,979
-5
| -0.2% | -$97 | ﹤0.01% | 2012 |
|
|
2015
Q3 | $56K | Buy |
+2,984
| New | +$54.2K | ﹤0.01% | 1959 |
|
|
2015
Q2 | – | Sell |
-3,590
| Closed | -$62K | – | 1442 |
|
|
2015
Q1 | $62K | Buy |
3,590
+1,011
| +39% | +$16.7K | ﹤0.01% | 1864 |
|
|
2014
Q4 | $44K | Sell |
2,579
-493
| -16% | -$8.48K | ﹤0.01% | 2087 |
|
|
2014
Q3 | $52K | Buy |
3,072
+3
| +0.1% | +$52 | ﹤0.01% | 1891 |
|
|
2014
Q2 | $55K | Buy |
3,069
+500
| +19% | +$8.52K | ﹤0.01% | 1817 |
|
|
2014
Q1 | $46K | Hold |
2,569
| – | – | ﹤0.01% | 1852 |
|
|
2013
Q4 | $45K | Buy |
2,569
+5
| +0.2% | +$80 | ﹤0.01% | 1669 |
|
|
2013
Q3 | $37K | Sell |
2,564
-400
| -13% | -$5.7K | ﹤0.01% | 1702 |
|
|
2013
Q2 | $38K | Buy |
+2,964
| New | +$35K | ﹤0.01% | 1523 |
|
Other funds holding CNO
VPM
VCM
