Creative Planning’s CNX Resources CNX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Buy |
55,609
+6,680
| +14% | +$225K | ﹤0.01% | 1375 |
|
|
2025
Q1 | $1.54M | Buy |
48,929
+530
| +1% | +$16.7K | ﹤0.01% | 1377 |
|
|
2024
Q4 | $1.77M | Buy |
48,399
+11,664
| +32% | +$428K | ﹤0.01% | 1208 |
|
|
2024
Q3 | $1.2M | Buy |
36,735
+5,470
| +17% | +$178K | ﹤0.01% | 1390 |
|
|
2024
Q2 | $760K | Buy |
31,265
+2,779
| +10% | +$67.5K | ﹤0.01% | 1613 |
|
|
2024
Q1 | $676K | Buy |
28,486
+5,798
| +26% | +$138K | ﹤0.01% | 1631 |
|
|
2023
Q4 | $454K | Buy |
22,688
+4,294
| +23% | +$85.9K | ﹤0.01% | 1773 |
|
|
2023
Q3 | $415K | Sell |
18,394
-908
| -5% | -$20.5K | ﹤0.01% | 1684 |
|
|
2023
Q2 | $342K | Buy |
19,302
+6,194
| +47% | +$110K | ﹤0.01% | 1801 |
|
|
2023
Q1 | $210K | Buy |
13,108
+629
| +5% | +$10.1K | ﹤0.01% | 2089 |
|
|
2022
Q4 | $210K | Buy |
+12,479
| New | +$210K | ﹤0.01% | 1982 |
|
|
2017
Q3 | – | Sell |
-8,687
| Closed | -$108K | – | 2179 |
|
|
2017
Q2 | $108K | Buy |
8,687
+3,223
| +59% | +$40.1K | ﹤0.01% | 1917 |
|
|
2017
Q1 | $76K | Sell |
5,464
-3,184
| -37% | -$44.3K | ﹤0.01% | 2125 |
|
|
2016
Q4 | $131K | Sell |
8,648
-10
| -0.1% | -$151 | ﹤0.01% | 1667 |
|
|
2016
Q3 | $139K | Buy |
8,658
+2,825
| +48% | +$45.4K | ﹤0.01% | 1613 |
|
|
2016
Q2 | $78K | Sell |
5,833
-120
| -2% | -$1.61K | ﹤0.01% | 1818 |
|
|
2016
Q1 | $56K | Buy |
5,953
+275
| +5% | +$2.59K | ﹤0.01% | 2000 |
|
|
2015
Q4 | $37K | Sell |
5,678
-240
| -4% | -$1.56K | ﹤0.01% | 2331 |
|
|
2015
Q3 | $48K | Buy |
+5,918
| New | +$48K | ﹤0.01% | 2057 |
|
|
2015
Q2 | – | Sell |
-5,593
| Closed | -$130K | – | 1392 |
|
|
2015
Q1 | $130K | Buy |
5,593
+2,400
| +75% | +$55.8K | ﹤0.01% | 1416 |
|
|
2014
Q4 | $90K | Hold |
3,193
| – | – | ﹤0.01% | 1589 |
|
|
2014
Q3 | $101K | Buy |
+3,193
| New | +$101K | ﹤0.01% | 1459 |
|
|
2014
Q2 | – | Sell |
-5,461
| Closed | -$182K | – | 3660 |
|
|
2014
Q1 | $182K | Buy |
5,461
+4,629
| +556% | +$154K | ﹤0.01% | 1041 |
|
|
2013
Q4 | $26K | Sell |
832
-960
| -54% | -$30K | ﹤0.01% | 2027 |
|
|
2013
Q3 | $50K | Buy |
1,792
+676
| +61% | +$18.9K | ﹤0.01% | 1502 |
|
|
2013
Q2 | $25K | Buy |
+1,116
| New | +$25K | ﹤0.01% | 1791 |
|