Creative Planning’s California Resources CRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Buy |
37,673
+13,962
| +59% | +$638K | ﹤0.01% | 1437 |
|
|
2025
Q1 | $1.04M | Buy |
23,711
+1,210
| +5% | +$53.2K | ﹤0.01% | 1679 |
|
|
2024
Q4 | $1.17M | Buy |
22,501
+1,758
| +8% | +$91.2K | ﹤0.01% | 1521 |
|
|
2024
Q3 | $1.09M | Buy |
20,743
+7,533
| +57% | +$395K | ﹤0.01% | 1455 |
|
|
2024
Q2 | $703K | Buy |
13,210
+3,205
| +32% | +$171K | ﹤0.01% | 1661 |
|
|
2024
Q1 | $551K | Buy |
10,005
+1,591
| +19% | +$87.7K | ﹤0.01% | 1784 |
|
|
2023
Q4 | $460K | Buy |
8,414
+4,796
| +133% | +$262K | ﹤0.01% | 1763 |
|
|
2023
Q3 | $203K | Buy |
+3,618
| New | +$203K | ﹤0.01% | 2226 |
|