Creative Planning’s Community Trust Bancorp CTBI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $890K | Buy |
16,819
+947
| +6% | +$50.1K | ﹤0.01% | 1956 |
|
2025
Q1 | $799K | Sell |
15,872
-1,022
| -6% | -$51.5K | ﹤0.01% | 1894 |
|
2024
Q4 | $896K | Buy |
16,894
+6,872
| +69% | +$364K | ﹤0.01% | 1721 |
|
2024
Q3 | $498K | Buy |
+10,022
| New | +$498K | ﹤0.01% | 2115 |
|
2018
Q3 | – | Sell |
-5,428
| Closed | -$271K | – | 1945 |
|
2018
Q2 | $271K | Buy |
+5,428
| New | +$271K | ﹤0.01% | 1416 |
|
2017
Q3 | – | Sell |
-101
| Closed | -$4K | – | 2215 |
|
2017
Q2 | $4K | Buy |
+101
| New | +$4K | ﹤0.01% | 4016 |
|
2014
Q1 | – | Sell |
-77
| Closed | -$3K | – | 3531 |
|
2013
Q4 | $3K | Buy |
+77
| New | +$3K | ﹤0.01% | 2986 |
|