Creative Planning’s Dillards DDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $633K | Buy |
1,514
+199
| +15% | +$83.1K | ﹤0.01% | 2252 |
|
|
2025
Q1 | $471K | Sell |
1,315
-100
| -7% | -$35.8K | ﹤0.01% | 2335 |
|
|
2024
Q4 | $611K | Sell |
1,415
-85
| -6% | -$36.7K | ﹤0.01% | 2042 |
|
|
2024
Q3 | $576K | Buy |
1,500
+498
| +50% | +$191K | ﹤0.01% | 1974 |
|
|
2024
Q2 | $441K | Buy |
1,002
+128
| +15% | +$56.4K | ﹤0.01% | 2033 |
|
|
2024
Q1 | $412K | Buy |
874
+67
| +8% | +$31.6K | ﹤0.01% | 1998 |
|
|
2023
Q4 | $326K | Buy |
807
+42
| +5% | +$17K | ﹤0.01% | 2027 |
|
|
2023
Q3 | $253K | Buy |
765
+3
| +0.4% | +$992 | ﹤0.01% | 2065 |
|
|
2023
Q2 | $249K | Sell |
762
-7
| -0.9% | -$2.28K | ﹤0.01% | 2043 |
|
|
2023
Q1 | $237K | Hold |
769
| – | – | ﹤0.01% | 1988 |
|
|
2022
Q4 | $249K | Buy |
+769
| New | +$249K | ﹤0.01% | 1853 |
|
|
2020
Q3 | – | Sell |
-34,710
| Closed | -$895K | – | 1964 |
|
|
2020
Q2 | $895K | Buy |
+34,710
| New | +$895K | ﹤0.01% | 771 |
|
|
2017
Q3 | – | Sell |
-1,793
| Closed | -$103K | – | 2259 |
|
|
2017
Q2 | $103K | Buy |
1,793
+1,100
| +159% | +$63.2K | ﹤0.01% | 1959 |
|
|
2017
Q1 | $36K | Buy |
693
+193
| +39% | +$10K | ﹤0.01% | 2678 |
|
|
2016
Q4 | $31K | Sell |
500
-400
| -44% | -$24.8K | ﹤0.01% | 2730 |
|
|
2016
Q3 | $57K | Sell |
900
-100
| -10% | -$6.33K | ﹤0.01% | 2236 |
|
|
2016
Q2 | $61K | Buy |
1,000
+100
| +11% | +$6.1K | ﹤0.01% | 1987 |
|
|
2016
Q1 | $76K | Buy |
900
+65
| +8% | +$5.49K | ﹤0.01% | 1792 |
|
|
2015
Q4 | $55K | Buy |
835
+524
| +168% | +$34.5K | ﹤0.01% | 2015 |
|
|
2015
Q3 | $27K | Buy |
+311
| New | +$27K | ﹤0.01% | 2473 |
|
|
2015
Q2 | – | Sell |
-66
| Closed | -$9K | – | 1471 |
|
|
2015
Q1 | $9K | Buy |
+66
| New | +$9K | ﹤0.01% | 3191 |
|
|
2014
Q2 | – | Sell |
-30
| Closed | -$3K | – | 3671 |
|
|
2014
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 3166 |
|
|
2013
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 2987 |
|
|
2013
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 2971 |
|
|
2013
Q2 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 2813 |
|