Creative Planning’s Crane NXT CXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $705K | Buy |
13,088
+2,154
| +20% | +$116K | ﹤0.01% | 2146 |
|
|
2025
Q1 | $562K | Sell |
10,934
-454
| -4% | -$23.3K | ﹤0.01% | 2178 |
|
|
2024
Q4 | $663K | Sell |
11,388
-517
| -4% | -$30.1K | ﹤0.01% | 1963 |
|
|
2024
Q3 | $668K | Sell |
11,905
-604
| -5% | -$33.9K | ﹤0.01% | 1848 |
|
|
2024
Q2 | $768K | Sell |
12,509
-320
| -2% | -$19.7K | ﹤0.01% | 1606 |
|
|
2024
Q1 | $794K | Sell |
12,829
-380
| -3% | -$23.5K | ﹤0.01% | 1506 |
|
|
2023
Q4 | $751K | Buy |
13,209
+1,066
| +9% | +$60.6K | ﹤0.01% | 1420 |
|
|
2023
Q3 | $675K | Sell |
12,143
-1,421
| -10% | -$79K | ﹤0.01% | 1364 |
|
|
2023
Q2 | $766K | Sell |
13,564
-25,970
| -66% | -$1.47M | ﹤0.01% | 1271 |
|
|
2023
Q1 | $1.56M | Buy |
39,534
+860
| +2% | +$33.9K | ﹤0.01% | 881 |
|
|
2022
Q4 | $1.35M | Sell |
38,674
-973
| -2% | -$33.9K | ﹤0.01% | 896 |
|
|
2022
Q3 | $1.21M | Buy |
39,647
+2,888
| +8% | +$87.8K | ﹤0.01% | 884 |
|
|
2022
Q2 | $1.12M | Sell |
36,759
-2,205
| -6% | -$67.1K | ﹤0.01% | 923 |
|
|
2022
Q1 | $1.47M | Sell |
38,964
-648
| -2% | -$24.4K | ﹤0.01% | 824 |
|
|
2021
Q4 | $1.4M | Buy |
39,612
+576
| +1% | +$20.4K | ﹤0.01% | 811 |
|
|
2021
Q3 | $1.29M | Buy |
39,036
+6,544
| +20% | +$216K | ﹤0.01% | 841 |
|
|
2021
Q2 | $1.04M | Sell |
32,492
-10,863
| -25% | -$348K | ﹤0.01% | 915 |
|
|
2021
Q1 | $1.41M | Sell |
43,355
-2,352
| -5% | -$76.7K | ﹤0.01% | 858 |
|
|
2020
Q4 | $1.23M | Sell |
45,707
-481
| -1% | -$13K | ﹤0.01% | 849 |
|
|
2020
Q3 | $804K | Sell |
46,188
-4,577
| -9% | -$79.7K | ﹤0.01% | 886 |
|
|
2020
Q2 | $1.05M | Sell |
50,765
-3,959
| -7% | -$81.7K | ﹤0.01% | 722 |
|
|
2020
Q1 | $935K | Sell |
54,724
-6,823
| -11% | -$117K | ﹤0.01% | 672 |
|
|
2019
Q4 | $1.85M | Sell |
61,547
-2,588
| -4% | -$77.7K | 0.01% | 540 |
|
|
2019
Q3 | $1.8M | Buy |
64,135
+477
| +0.7% | +$13.4K | 0.01% | 525 |
|
|
2019
Q2 | $1.85M | Sell |
63,658
-811
| -1% | -$23.5K | 0.01% | 523 |
|
|
2019
Q1 | $1.9M | Sell |
64,469
-2,787
| -4% | -$81.9K | 0.01% | 477 |
|
|
2018
Q4 | $1.69M | Sell |
67,256
-4,368
| -6% | -$109K | 0.01% | 461 |
|
|
2018
Q3 | $2.45M | Buy |
71,624
+2,056
| +3% | +$70.2K | 0.01% | 422 |
|
|
2018
Q2 | $1.94M | Buy |
69,568
+201
| +0.3% | +$5.59K | 0.01% | 479 |
|
|
2018
Q1 | $2.23M | Sell |
69,367
-4,592
| -6% | -$148K | 0.01% | 436 |
|
|
2017
Q4 | $2.29M | Buy |
73,959
+703
| +1% | +$21.8K | 0.01% | 425 |
|
|
2017
Q3 | $2.04M | Sell |
73,256
-985
| -1% | -$27.4K | 0.01% | 451 |
|
|
2017
Q2 | $2.05M | Sell |
74,241
-1,917
| -3% | -$52.9K | 0.01% | 428 |
|
|
2017
Q1 | $1.98M | Sell |
76,158
-1,955
| -3% | -$50.8K | 0.01% | 429 |
|
|
2016
Q4 | $1.96M | Buy |
78,113
+4,094
| +6% | +$103K | 0.01% | 413 |
|
|
2016
Q3 | $1.62M | Buy |
74,019
+71,074
| +2,413% | +$1.56M | 0.01% | 436 |
|
|
2016
Q2 | $58K | Sell |
2,945
-850
| -22% | -$16.7K | ﹤0.01% | 2020 |
|
|
2016
Q1 | $71K | Buy |
3,795
+21
| +0.6% | +$393 | ﹤0.01% | 1836 |
|
|
2015
Q4 | $63K | Buy |
3,774
+17
| +0.5% | +$284 | ﹤0.01% | 1906 |
|
|
2015
Q3 | $61K | Buy |
+3,757
| New | +$61K | ﹤0.01% | 1885 |
|
|
2015
Q2 | – | Sell |
-6,567
| Closed | -$142K | – | 1448 |
|
|
2015
Q1 | $142K | Sell |
6,567
-1,439
| -18% | -$31.1K | ﹤0.01% | 1366 |
|
|
2014
Q4 | $163K | Hold |
8,006
| – | – | ﹤0.01% | 1258 |
|
|
2014
Q3 | $176K | Buy |
8,006
+4,260
| +114% | +$93.7K | ﹤0.01% | 1127 |
|
|
2014
Q2 | $97K | Sell |
3,746
-2,879
| -43% | -$74.6K | ﹤0.01% | 1436 |
|
|
2014
Q1 | $164K | Sell |
6,625
-287
| -4% | -$7.11K | ﹤0.01% | 1098 |
|
|
2013
Q4 | $161K | Buy |
6,912
+5,723
| +481% | +$133K | ﹤0.01% | 959 |
|
|
2013
Q3 | $25K | Hold |
1,189
| – | – | ﹤0.01% | 1960 |
|
|
2013
Q2 | $25K | Buy |
+1,189
| New | +$25K | ﹤0.01% | 1792 |
|