Creative Planning’s Digi International DGII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.44M | Buy |
50,612
+16,780
| +50% | +$785K | ﹤0.01% | 1747 |
|
|
2025
Q4 | $1.46M | Buy |
33,832
+17,966
| +113% | +$720K | ﹤0.01% | 1974 |
|
|
2025
Q3 | $578K | Buy |
15,866
+3,980
| +33% | +$137K | ﹤0.01% | 2583 |
|
|
2025
Q2 | $414K | Sell |
11,886
-1,076
| -8% | -$32.9K | ﹤0.01% | 2632 |
|
|
2025
Q1 | $361K | Buy |
12,962
+2,714
| +26% | +$83.7K | ﹤0.01% | 2584 |
|
|
2024
Q4 | $310K | Sell |
10,248
-447
| -4% | -$13.9K | ﹤0.01% | 2636 |
|
|
2024
Q3 | $294K | Buy |
+10,695
| New | +$282K | ﹤0.01% | 2538 |
|
|
2017
Q3 | – | Sell |
-500
| Closed | -$5K | – | 2318 |
|
|
2017
Q2 | $5K | Hold |
500
| – | – | ﹤0.01% | 3976 |
|
|
2017
Q1 | $6K | Hold |
500
| – | – | ﹤0.01% | 3855 |
|
|
2016
Q4 | $7K | Hold |
500
| – | – | ﹤0.01% | 3749 |
|
|
2016
Q3 | $6K | Hold |
500
| – | – | ﹤0.01% | 3791 |
|
|
2016
Q2 | $5K | Hold |
500
| – | – | ﹤0.01% | 3626 |
|
|
2016
Q1 | $5K | Sell |
500
-2,900
| -85% | -$26.4K | ﹤0.01% | 3566 |
|
|
2015
Q4 | $39K | Buy |
3,400
+2,759
| +430% | +$33.9K | ﹤0.01% | 2319 |
|
|
2015
Q3 | $8K | Buy |
+641
| New | +$6.53K | ﹤0.01% | 3332 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$5K | – | 1540 |
|
|
2015
Q1 | $5K | Hold |
500
| – | – | ﹤0.01% | 3516 |
|
|
2014
Q4 | $5K | Hold |
500
| – | – | ﹤0.01% | 3477 |
|
|
2014
Q3 | $4K | Hold |
500
| – | – | ﹤0.01% | 3382 |
|
|
2014
Q2 | $5K | Hold |
500
| – | – | ﹤0.01% | 3204 |
|
|
2014
Q1 | $5K | Hold |
500
| – | – | ﹤0.01% | 3071 |
|
|
2013
Q4 | $6K | Hold |
500
| – | – | ﹤0.01% | 2764 |
|
|
2013
Q3 | $5K | Hold |
500
| – | – | ﹤0.01% | 2721 |
|
|
2013
Q2 | $5K | Buy |
+500
| New | +$4.66K | ﹤0.01% | 2536 |
|
Other funds holding DGII
CCA
GCM
VCM
VPM
