Creative Planning’s CorVel CRVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $899K | Sell |
8,748
-1,530
| -15% | -$157K | ﹤0.01% | 1950 |
|
|
2025
Q1 | $1.15M | Buy |
10,278
+3,342
| +48% | +$374K | ﹤0.01% | 1607 |
|
|
2024
Q4 | $772K | Buy |
6,936
+852
| +14% | +$94.8K | ﹤0.01% | 1859 |
|
|
2024
Q3 | $663K | Buy |
6,084
+963
| +19% | +$105K | ﹤0.01% | 1855 |
|
|
2024
Q2 | $434K | Buy |
5,121
+333
| +7% | +$28.2K | ﹤0.01% | 2045 |
|
|
2024
Q1 | $420K | Buy |
4,788
+270
| +6% | +$23.7K | ﹤0.01% | 1983 |
|
|
2023
Q4 | $372K | Buy |
4,518
+123
| +3% | +$10.1K | ﹤0.01% | 1927 |
|
|
2023
Q3 | $288K | Buy |
4,395
+27
| +0.6% | +$1.77K | ﹤0.01% | 1968 |
|
|
2023
Q2 | $282K | Sell |
4,368
-2,316
| -35% | -$149K | ﹤0.01% | 1945 |
|
|
2023
Q1 | $424K | Buy |
6,684
+645
| +11% | +$40.9K | ﹤0.01% | 1569 |
|
|
2022
Q4 | $293K | Sell |
6,039
-567
| -9% | -$27.5K | ﹤0.01% | 1737 |
|
|
2022
Q3 | $305K | Buy |
6,606
+885
| +15% | +$40.9K | ﹤0.01% | 1625 |
|
|
2022
Q2 | $281K | Sell |
5,721
-201
| -3% | -$9.87K | ﹤0.01% | 1651 |
|
|
2022
Q1 | $333K | Hold |
5,922
| – | – | ﹤0.01% | 1558 |
|
|
2021
Q4 | $411K | Hold |
5,922
| – | – | ﹤0.01% | 1422 |
|
|
2021
Q3 | $368K | Buy |
5,922
+201
| +4% | +$12.5K | ﹤0.01% | 1476 |
|
|
2021
Q2 | $256K | Buy |
+5,721
| New | +$256K | ﹤0.01% | 1637 |
|
|
2017
Q3 | – | Sell |
-5,400
| Closed | -$85K | – | 2206 |
|
|
2017
Q2 | $85K | Hold |
5,400
| – | – | ﹤0.01% | 2090 |
|
|
2017
Q1 | $78K | Buy |
+5,400
| New | +$78K | ﹤0.01% | 2111 |
|
|
2014
Q4 | – | Sell |
-42
| Closed | – | – | 4023 |
|
|
2014
Q3 | $0 | Buy |
+42
| New | – | ﹤0.01% | 3863 |
|