Creative Planning’s Deutsche Bank DB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.81M | Buy |
295,768
+21,959
| +8% | +$774K | 0.01% | 781 |
|
|
2025
Q4 | $10.6M | Buy |
273,809
+20,439
| +8% | +$738K | 0.01% | 595 |
|
|
2025
Q3 | $8.97M | Buy |
253,370
+29,420
| +13% | +$1M | 0.01% | 611 |
|
|
2025
Q2 | $6.56M | Buy |
223,950
+37,995
| +20% | +$1M | 0.01% | 669 |
|
|
2025
Q1 | $4.43M | Buy |
185,955
+20,744
| +13% | +$435K | ﹤0.01% | 756 |
|
|
2024
Q4 | $2.82M | Buy |
165,211
+22,094
| +15% | +$380K | ﹤0.01% | 936 |
|
|
2024
Q3 | $2.48M | Buy |
143,117
+29,622
| +26% | +$476K | ﹤0.01% | 955 |
|
|
2024
Q2 | $1.81M | Buy |
113,495
+19,215
| +20% | +$314K | ﹤0.01% | 1045 |
|
|
2024
Q1 | $1.49M | Buy |
94,280
+18,008
| +24% | +$246K | ﹤0.01% | 1105 |
|
|
2023
Q4 | $1.03M | Buy |
76,272
+19,241
| +34% | +$226K | ﹤0.01% | 1212 |
|
|
2023
Q3 | $627K | Buy |
57,031
+13,396
| +31% | +$145K | ﹤0.01% | 1415 |
|
|
2023
Q2 | $459K | Buy |
43,635
+4,528
| +12% | +$47.7K | ﹤0.01% | 1604 |
|
|
2023
Q1 | $399K | Buy |
39,107
+7,798
| +25% | +$93.2K | ﹤0.01% | 1620 |
|
|
2022
Q4 | $361K | Sell |
31,309
-3,374
| -10% | -$33.3K | ﹤0.01% | 1604 |
|
|
2022
Q3 | $257K | Buy |
34,683
+13,653
| +65% | +$116K | ﹤0.01% | 1748 |
|
|
2022
Q2 | $184K | Sell |
21,030
-14,294
| -40% | -$153K | ﹤0.01% | 1896 |
|
|
2022
Q1 | $447K | Buy |
35,324
+23,801
| +207% | +$317K | ﹤0.01% | 1383 |
|
|
2021
Q4 | $144K | Sell |
11,523
-1,992
| -15% | -$25.4K | ﹤0.01% | 1919 |
|
|
2021
Q3 | $172K | Buy |
+13,515
| New | +$169K | ﹤0.01% | 1885 |
|
|
2021
Q2 | – | Sell |
-15,249
| Closed | -$183K | – | 2199 |
|
|
2021
Q1 | $183K | Sell |
15,249
-3,948
| -21% | -$46.1K | ﹤0.01% | 2122 |
|
|
2020
Q4 | $209K | Sell |
19,197
-2,830
| -13% | -$29.1K | ﹤0.01% | 1872 |
|
|
2020
Q3 | $185K | Buy |
22,027
+2,627
| +14% | +$24.6K | ﹤0.01% | 1698 |
|
|
2020
Q2 | $185K | Sell |
19,400
-2,203
| -10% | -$17.1K | ﹤0.01% | 1551 |
|
|
2020
Q1 | $139K | Buy |
+21,603
| New | +$179K | ﹤0.01% | 1470 |
|
|
2019
Q4 | – | Sell |
-36,729
| Closed | -$275K | – | 2028 |
|
|
2019
Q3 | $275K | Buy |
36,729
+14,880
| +68% | +$113K | ﹤0.01% | 1414 |
|
|
2019
Q2 | $167K | Buy |
21,849
+3,885
| +22% | +$30K | ﹤0.01% | 1668 |
|
|
2019
Q1 | $146K | Buy |
17,964
+1,437
| +9% | +$12.6K | ﹤0.01% | 1639 |
|
|
2018
Q4 | $135K | Sell |
16,527
-6,847
| -29% | -$66.8K | ﹤0.01% | 1582 |
|
|
2018
Q3 | $266K | Buy |
23,374
+2,651
| +13% | +$31.1K | ﹤0.01% | 1476 |
|
|
2018
Q2 | $220K | Buy |
20,723
+7,187
| +53% | +$91.7K | ﹤0.01% | 1578 |
|
|
2018
Q1 | $189K | Buy |
13,536
+2,416
| +22% | +$40.7K | ﹤0.01% | 1628 |
|
|
2017
Q4 | $212K | Sell |
11,120
-78
| -0.7% | -$1.41K | ﹤0.01% | 1566 |
|
|
2017
Q3 | $194K | Sell |
11,198
-241
| -2% | -$4.18K | ﹤0.01% | 1612 |
|
|
2017
Q2 | $204K | Buy |
11,439
+2,294
| +25% | +$40.6K | ﹤0.01% | 1508 |
|
|
2017
Q1 | $157K | Sell |
9,145
-11,693
| -56% | -$202K | ﹤0.01% | 1643 |
|
|
2016
Q4 | $337K | Sell |
20,838
-33,091
| -61% | -$466K | ﹤0.01% | 1136 |
|
|
2016
Q3 | $630K | Buy |
53,929
+45,650
| +551% | +$560K | ﹤0.01% | 778 |
|
|
2016
Q2 | $101K | Buy |
8,279
+1,904
| +30% | +$28.6K | ﹤0.01% | 1669 |
|
|
2016
Q1 | $96K | Sell |
6,375
-5,273
| -45% | -$88.3K | ﹤0.01% | 1661 |
|
|
2015
Q4 | $251K | Buy |
11,648
+10,798
| +1,270% | +$257K | ﹤0.01% | 1078 |
|
|
2015
Q3 | $20K | Sell |
850
-20,160
| -96% | -$557K | ﹤0.01% | 2714 |
|
|
2015
Q2 | $566K | Buy |
21,010
+20,135
| +2,301% | +$585K | 0.01% | 625 |
|
|
2015
Q1 | $27K | Sell |
875
-265
| -23% | -$7.42K | ﹤0.01% | 2473 |
|
|
2014
Q4 | $31K | Buy |
1,140
+275
| +32% | +$7.72K | ﹤0.01% | 2317 |
|
|
2014
Q3 | $27K | Sell |
865
-29
| -3% | -$899 | ﹤0.01% | 2317 |
|
|
2014
Q2 | $28K | Sell |
894
-130
| -13% | -$4.64K | ﹤0.01% | 2272 |
|
|
2014
Q1 | $39K | Buy |
+1,024
| New | +$41.8K | ﹤0.01% | 1959 |
|
Other funds holding DB
VCM
CCM
