Creative Planning’s CyberArk CYBR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.92M Buy
17,013
+1,873
+12% +$762K 0.01% 647
2025
Q1
$5.12M Buy
15,140
+1,841
+14% +$622K ﹤0.01% 696
2024
Q4
$4.43M Buy
13,299
+1,328
+11% +$442K ﹤0.01% 707
2024
Q3
$3.49M Buy
11,971
+1,471
+14% +$429K ﹤0.01% 791
2024
Q2
$2.87M Buy
10,500
+1,369
+15% +$374K ﹤0.01% 833
2024
Q1
$2.43M Buy
9,131
+562
+7% +$149K ﹤0.01% 890
2023
Q4
$1.88M Sell
8,569
-1,550
-15% -$340K ﹤0.01% 941
2023
Q3
$1.66M Buy
10,119
+1,786
+21% +$292K ﹤0.01% 938
2023
Q2
$1.3M Buy
8,333
+740
+10% +$116K ﹤0.01% 991
2023
Q1
$1.12M Sell
7,593
-121
-2% -$17.9K ﹤0.01% 1016
2022
Q4
$1M Sell
7,714
-101
-1% -$13.1K ﹤0.01% 1033
2022
Q3
$1.17M Sell
7,815
-243
-3% -$36.4K ﹤0.01% 899
2022
Q2
$1.03M Sell
8,058
-338
-4% -$43.2K ﹤0.01% 960
2022
Q1
$1.42M Buy
8,396
+1,987
+31% +$335K ﹤0.01% 839
2021
Q4
$1.11M Buy
6,409
+2,939
+85% +$509K ﹤0.01% 907
2021
Q3
$548K Buy
+3,470
New +$548K ﹤0.01% 1238
2021
Q2
Sell
-3,726
Closed -$482K 2078
2021
Q1
$482K Sell
3,726
-555
-13% -$71.8K ﹤0.01% 1447
2020
Q4
$692K Sell
4,281
-6,167
-59% -$997K ﹤0.01% 1123
2020
Q3
$1.08M Buy
10,448
+6,136
+142% +$635K ﹤0.01% 765
2020
Q2
$428K Sell
4,312
-1,772
-29% -$176K ﹤0.01% 1101
2020
Q1
$521K Sell
6,084
-2,279
-27% -$195K ﹤0.01% 914
2019
Q4
$975K Sell
8,363
-5,205
-38% -$607K ﹤0.01% 797
2019
Q3
$1.35M Buy
13,568
+9,758
+256% +$974K ﹤0.01% 632
2019
Q2
$487K Sell
3,810
-9
-0.2% -$1.15K ﹤0.01% 1086
2019
Q1
$455K Buy
3,819
+562
+17% +$67K ﹤0.01% 1082
2018
Q4
$241K Buy
3,257
+450
+16% +$33.3K ﹤0.01% 1358
2018
Q3
$224K Buy
+2,807
New +$224K ﹤0.01% 1587
2017
Q4
Sell
-22,011
Closed -$902K 1896
2017
Q3
$902K Sell
22,011
-3,137
-12% -$129K ﹤0.01% 763
2017
Q2
$1.26M Buy
25,148
+1,295
+5% +$64.7K 0.01% 588
2017
Q1
$1.21M Sell
23,853
-253
-1% -$12.9K 0.01% 595
2016
Q4
$1.1M Sell
24,106
-1,769
-7% -$80.5K 0.01% 591
2016
Q3
$1.28M Buy
25,875
+1,607
+7% +$79.7K 0.01% 504
2016
Q2
$1.18M Buy
24,268
+400
+2% +$19.4K 0.01% 472
2016
Q1
$1.02M Sell
23,868
-10,582
-31% -$451K 0.01% 501
2015
Q4
$1.56M Buy
34,450
+8,306
+32% +$375K 0.01% 372
2015
Q3
$1.31M Sell
26,144
-206
-0.8% -$10.3K 0.01% 403
2015
Q2
$1.66M Buy
26,350
+1,500
+6% +$94.2K 0.02% 335
2015
Q1
$1.38M Buy
24,850
+20,900
+529% +$1.16M 0.01% 364
2014
Q4
$157K Buy
3,950
+1,100
+39% +$43.7K ﹤0.01% 1277
2014
Q3
$91K Buy
+2,850
New +$91K ﹤0.01% 1528