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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.97M | Buy |
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|
2025
Q2 | $6.56M | Buy |
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|
2025
Q1 | $4.43M | Buy |
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|
2024
Q4 | $2.82M | Buy |
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|
2024
Q3 | $2.48M | Buy |
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|
2024
Q2 | $1.81M | Buy |
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|
2024
Q1 | $1.49M | Buy |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $627K | Buy |
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|
2023
Q2 | $459K | Buy |
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|
2023
Q1 | $399K | Buy |
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|
2022
Q4 | $361K | Sell |
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|
2022
Q3 | $257K | Buy |
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|
2022
Q2 | $184K | Sell |
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|
2022
Q1 | $447K | Buy |
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|
2021
Q4 | $144K | Sell |
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|
2021
Q3 | $172K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $183K | Sell |
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|
2020
Q4 | $209K | Sell |
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|
2020
Q3 | $185K | Buy |
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|
2020
Q2 | $185K | Sell |
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|
2020
Q1 | $139K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $275K | Buy |
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|
2019
Q2 | $167K | Buy |
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|
2019
Q1 | $146K | Buy |
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|
2018
Q4 | $135K | Sell |
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|
2018
Q3 | $266K | Buy |
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|
2018
Q2 | $220K | Buy |
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|
2018
Q1 | $189K | Buy |
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|
2017
Q4 | $212K | Sell |
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|
2017
Q3 | $194K | Sell |
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|
2017
Q2 | $204K | Buy |
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|
2017
Q1 | $157K | Sell |
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|
2016
Q4 | $337K | Sell |
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|
2016
Q3 | $630K | Buy |
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|
2016
Q2 | $101K | Buy |
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|
2016
Q1 | $96K | Sell |
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|
2015
Q4 | $251K | Buy |
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|
2015
Q3 | $20K | Sell |
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|
2015
Q2 | $566K | Buy |
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|
2015
Q1 | $27K | Sell |
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|
2014
Q4 | $31K | Buy |
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|
2014
Q3 | $27K | Sell |
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|
2014
Q2 | $28K | Sell |
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|
2014
Q1 | $39K | Buy |
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