Creative Planning’s CSG Systems International CSGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $905K | Buy |
13,857
+924
| +7% | +$60.3K | ﹤0.01% | 1947 |
|
|
2025
Q1 | $782K | Sell |
12,933
-53
| -0.4% | -$3.21K | ﹤0.01% | 1912 |
|
|
2024
Q4 | $664K | Buy |
12,986
+2,171
| +20% | +$111K | ﹤0.01% | 1962 |
|
|
2024
Q3 | $526K | Buy |
10,815
+2,328
| +27% | +$113K | ﹤0.01% | 2063 |
|
|
2024
Q2 | $349K | Buy |
+8,487
| New | +$349K | ﹤0.01% | 2222 |
|
|
2023
Q4 | – | Sell |
-660
| Closed | -$33.7K | – | 2785 |
|
|
2023
Q3 | $33.7K | Buy |
+660
| New | +$33.7K | ﹤0.01% | 2508 |
|
|
2022
Q2 | – | Sell |
-660
| Closed | -$42K | – | 2233 |
|
|
2022
Q1 | $42K | Buy |
+660
| New | +$42K | ﹤0.01% | 2065 |
|
|
2017
Q3 | – | Sell |
-469
| Closed | -$19K | – | 2208 |
|
|
2017
Q2 | $19K | Buy |
469
+1
| +0.2% | +$41 | ﹤0.01% | 3178 |
|
|
2017
Q1 | $18K | Buy |
468
+1
| +0.2% | +$38 | ﹤0.01% | 3157 |
|
|
2016
Q4 | $23K | Buy |
467
+1
| +0.2% | +$49 | ﹤0.01% | 2944 |
|
|
2016
Q3 | $19K | Sell |
466
-44
| -9% | -$1.79K | ﹤0.01% | 3045 |
|
|
2016
Q2 | $21K | Buy |
510
+94
| +23% | +$3.87K | ﹤0.01% | 2725 |
|
|
2016
Q1 | $19K | Sell |
416
-1,343
| -76% | -$61.3K | ﹤0.01% | 2763 |
|
|
2015
Q4 | $63K | Buy |
1,759
+802
| +84% | +$28.7K | ﹤0.01% | 1905 |
|
|
2015
Q3 | $29K | Buy |
+957
| New | +$29K | ﹤0.01% | 2424 |
|
|
2015
Q2 | – | Sell |
-702
| Closed | -$21K | – | 1425 |
|
|
2015
Q1 | $21K | Buy |
702
+472
| +205% | +$14.1K | ﹤0.01% | 2651 |
|
|
2014
Q4 | $6K | Hold |
230
| – | – | ﹤0.01% | 3324 |
|
|
2014
Q3 | $6K | Hold |
230
| – | – | ﹤0.01% | 3132 |
|
|
2014
Q2 | $6K | Hold |
230
| – | – | ﹤0.01% | 3026 |
|
|
2014
Q1 | $6K | Hold |
230
| – | – | ﹤0.01% | 2923 |
|
|
2013
Q4 | $7K | Buy |
+230
| New | +$7K | ﹤0.01% | 2707 |
|