Creative Planning’s Concentra Group Holdings Parent, Inc. CON Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$435K	Buy	21,159 +4,352	+26%	+$89.5K	﹤0.01%	2580
2025 Q1	$365K	Sell	16,807 -1,457	-8%	-$31.6K	﹤0.01%	2570
2024 Q4	$361K	Buy	+18,264	New	+$361K	﹤0.01%	2510