Creative Planning’s Coursera COUR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$226K Sell
25,836
-8,841
-25% -$77.4K ﹤0.01% 3121
2025
Q1
$231K Sell
34,677
-25,199
-42% -$168K ﹤0.01% 2946
2024
Q4
$509K Sell
59,876
-21,216
-26% -$180K ﹤0.01% 2200
2024
Q3
$644K Buy
81,092
+51,564
+175% +$409K ﹤0.01% 1889
2024
Q2
$211K Buy
+29,528
New +$211K ﹤0.01% 2629
2022
Q3
Sell
-19,921
Closed -$282K 2247
2022
Q2
$282K Buy
+19,921
New +$282K ﹤0.01% 1648