Creative Planning’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.28M | Sell |
40,772
-12,459
| -23% | -$1M | ﹤0.01% | 977 |
|
|
2025
Q1 | $4.22M | Buy |
53,231
+20,252
| +61% | +$1.6M | ﹤0.01% | 777 |
|
|
2024
Q4 | $2.36M | Buy |
32,979
+1,151
| +4% | +$82.4K | ﹤0.01% | 1026 |
|
|
2024
Q3 | $2.4M | Buy |
31,828
+6,939
| +28% | +$523K | ﹤0.01% | 970 |
|
|
2024
Q2 | $1.85M | Sell |
24,889
-2,589
| -9% | -$192K | ﹤0.01% | 1026 |
|
|
2024
Q1 | $2.65M | Buy |
27,478
+5,052
| +23% | +$488K | ﹤0.01% | 851 |
|
|
2023
Q4 | $1.96M | Buy |
22,426
+4,365
| +24% | +$381K | ﹤0.01% | 922 |
|
|
2023
Q3 | $1.39M | Buy |
18,061
+138
| +0.8% | +$10.6K | ﹤0.01% | 1010 |
|
|
2023
Q2 | $1.6M | Buy |
17,923
+3,964
| +28% | +$353K | ﹤0.01% | 912 |
|
|
2023
Q1 | $961K | Sell |
13,959
-1,085
| -7% | -$74.7K | ﹤0.01% | 1097 |
|
|
2022
Q4 | $1.16M | Buy |
15,044
+2,195
| +17% | +$170K | ﹤0.01% | 966 |
|
|
2022
Q3 | $895K | Buy |
12,849
+2,004
| +18% | +$140K | ﹤0.01% | 1000 |
|
|
2022
Q2 | $655K | Sell |
10,845
-26
| -0.2% | -$1.57K | ﹤0.01% | 1160 |
|
|
2022
Q1 | $724K | Buy |
10,871
+579
| +6% | +$38.6K | ﹤0.01% | 1137 |
|
|
2021
Q4 | $813K | Buy |
10,292
+882
| +9% | +$69.7K | ﹤0.01% | 1050 |
|
|
2021
Q3 | $810K | Sell |
9,410
-110
| -1% | -$9.47K | ﹤0.01% | 1047 |
|
|
2021
Q2 | $788K | Sell |
9,520
-540
| -5% | -$44.7K | ﹤0.01% | 1043 |
|
|
2021
Q1 | $827K | Buy |
10,060
+3,330
| +49% | +$274K | ﹤0.01% | 1128 |
|
|
2020
Q4 | $622K | Buy |
6,730
+1,540
| +30% | +$142K | ﹤0.01% | 1173 |
|
|
2020
Q3 | $440K | Buy |
+5,190
| New | +$440K | ﹤0.01% | 1181 |
|
|
2020
Q1 | – | Sell |
-18,030
| Closed | -$1.08M | – | 1768 |
|
|
2019
Q4 | $1.08M | Buy |
18,030
+180
| +1% | +$10.8K | ﹤0.01% | 751 |
|
|
2019
Q3 | $1.06M | Buy |
17,850
+2,450
| +16% | +$145K | ﹤0.01% | 724 |
|
|
2019
Q2 | $853K | Buy |
15,400
+1,400
| +10% | +$77.5K | ﹤0.01% | 824 |
|
|
2019
Q1 | $653K | Buy |
+14,000
| New | +$653K | ﹤0.01% | 903 |
|
|
2017
Q3 | – | Sell |
-590
| Closed | -$16K | – | 2207 |
|
|
2017
Q2 | $16K | Buy |
590
+450
| +321% | +$12.2K | ﹤0.01% | 3273 |
|
|
2017
Q1 | $3K | Buy |
140
+10
| +8% | +$214 | ﹤0.01% | 4066 |
|
|
2016
Q4 | $2K | Sell |
130
-10
| -7% | -$154 | ﹤0.01% | 4139 |
|
|
2016
Q3 | $3K | Buy |
140
+70
| +100% | +$1.5K | ﹤0.01% | 3970 |
|
|
2016
Q2 | $2K | Hold |
70
| – | – | ﹤0.01% | 3894 |
|
|
2016
Q1 | $1K | Buy |
70
+40
| +133% | +$571 | ﹤0.01% | 3998 |
|
|
2015
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 4074 |
|
|
2015
Q3 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 3986 |
|
|
2015
Q2 | – | Sell |
-30
| Closed | -$1K | – | 1424 |
|
|
2015
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 3886 |
|
|
2014
Q4 | $1K | Sell |
30
-50
| -63% | -$1.67K | ﹤0.01% | 3839 |
|
|
2014
Q3 | $1K | Sell |
80
-950
| -92% | -$11.9K | ﹤0.01% | 3691 |
|
|
2014
Q2 | $16K | Buy |
1,030
+30
| +3% | +$466 | ﹤0.01% | 2571 |
|
|
2014
Q1 | $19K | Buy |
+1,000
| New | +$19K | ﹤0.01% | 2376 |
|