Creative Planning’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.16M | Buy |
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|
2025
Q2 | $917K | Buy |
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|
2025
Q1 | $958K | Sell |
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|
2024
Q4 | $946K | Buy |
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|
2024
Q3 | $957K | Buy |
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|
2024
Q2 | $804K | Sell |
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|
2024
Q1 | $843K | Buy |
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|
2023
Q4 | $766K | Buy |
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|
2023
Q3 | $276K | Buy |
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|
2023
Q2 | $254K | Buy |
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|
2023
Q1 | $208K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $279K | Buy |
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|
2021
Q3 | $201K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $223K | Hold |
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|
2020
Q4 | $208K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $227K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $283K | Sell |
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|
2017
Q3 | $287K | Buy |
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|
2017
Q2 | $223K | Sell |
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|
2017
Q1 | $216K | Buy |
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|
2016
Q4 | $195K | Buy |
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|
2016
Q3 | $171K | Sell |
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|
2016
Q2 | $186K | Hold |
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|
2016
Q1 | $177K | Sell |
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|
2015
Q4 | $160K | Buy |
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|
2015
Q3 | $129K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $72K | Hold |
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|
2014
Q4 | $71K | Buy |
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|
2014
Q3 | $53K | Sell |
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|
2014
Q2 | $60K | Sell |
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|
2014
Q1 | $61K | Hold |
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|
2013
Q4 | $58K | Sell |
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|
2013
Q3 | $60K | Hold |
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|
2013
Q2 | $59K | Buy |
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