Creative Planning’s Cousins Properties CUZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
47,233
+9,379
| +25% | +$282K | ﹤0.01% | 1579 |
|
|
2025
Q1 | $1.12M | Buy |
37,854
+4,785
| +14% | +$141K | ﹤0.01% | 1631 |
|
|
2024
Q4 | $1.01M | Buy |
33,069
+3,753
| +13% | +$115K | ﹤0.01% | 1631 |
|
|
2024
Q3 | $864K | Buy |
29,316
+7,788
| +36% | +$230K | ﹤0.01% | 1630 |
|
|
2024
Q2 | $498K | Buy |
21,528
+1,575
| +8% | +$36.5K | ﹤0.01% | 1937 |
|
|
2024
Q1 | $480K | Buy |
19,953
+2,473
| +14% | +$59.5K | ﹤0.01% | 1873 |
|
|
2023
Q4 | $426K | Sell |
17,480
-4,492
| -20% | -$109K | ﹤0.01% | 1812 |
|
|
2023
Q3 | $448K | Sell |
21,972
-1,167
| -5% | -$23.8K | ﹤0.01% | 1629 |
|
|
2023
Q2 | $528K | Buy |
23,139
+1,745
| +8% | +$39.8K | ﹤0.01% | 1505 |
|
|
2023
Q1 | $457K | Buy |
21,394
+7,398
| +53% | +$158K | ﹤0.01% | 1515 |
|
|
2022
Q4 | $354K | Buy |
+13,996
| New | +$354K | ﹤0.01% | 1610 |
|
|
2022
Q2 | – | Sell |
-89
| Closed | -$4K | – | 2234 |
|
|
2022
Q1 | $4K | Buy |
+89
| New | +$4K | ﹤0.01% | 2207 |
|
|
2020
Q1 | – | Sell |
-4,855
| Closed | -$200K | – | 1769 |
|
|
2019
Q4 | $200K | Buy |
+4,855
| New | +$200K | ﹤0.01% | 1627 |
|
|
2017
Q3 | – | Sell |
-1,562
| Closed | -$55K | – | 2221 |
|
|
2017
Q2 | $55K | Hold |
1,562
| – | – | ﹤0.01% | 2427 |
|
|
2017
Q1 | $52K | Buy |
1,562
+1,125
| +257% | +$37.5K | ﹤0.01% | 2422 |
|
|
2016
Q4 | $15K | Buy |
437
+309
| +241% | +$10.6K | ﹤0.01% | 3220 |
|
|
2016
Q3 | $4K | Buy |
+128
| New | +$4K | ﹤0.01% | 3862 |
|
|
2015
Q4 | – | Sell |
-42
| Closed | -$1K | – | 4280 |
|
|
2015
Q3 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 3987 |
|