Creative Planning’s CTO Realty Growth CTO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$200K	Sell	11,583 -1,927	-14%	-$33.3K	﹤0.01%	3210
2025 Q1	$261K	Sell	13,510 -3,084	-19%	-$59.6K	﹤0.01%	2864
2024 Q4	$327K	Buy	16,594 +4,139	+33%	+$81.6K	﹤0.01%	2576
2024 Q3	$237K	Buy	+12,455	New	+$237K	﹤0.01%	2715