Creative Planning’s Diamond Hill DHIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $782K | Buy |
5,380
+3,132
| +139% | +$455K | ﹤0.01% | 2062 |
|
|
2025
Q1 | $321K | Buy |
2,248
+41
| +2% | +$5.86K | ﹤0.01% | 2683 |
|
|
2024
Q4 | $342K | Buy |
2,207
+16
| +0.7% | +$2.48K | ﹤0.01% | 2541 |
|
|
2024
Q3 | $354K | Buy |
+2,191
| New | +$354K | ﹤0.01% | 2391 |
|
|
2024
Q2 | – | Sell |
-1,322
| Closed | -$204K | – | 3023 |
|
|
2024
Q1 | $204K | Buy |
+1,322
| New | +$204K | ﹤0.01% | 2547 |
|
|
2023
Q2 | – | Sell |
-3
| Closed | -$494 | – | 2575 |
|
|
2023
Q1 | $494 | Buy |
+3
| New | +$494 | ﹤0.01% | 2495 |
|
|
2016
Q1 | – | Sell |
-455
| Closed | -$86K | – | 4226 |
|
|
2015
Q4 | $86K | Buy |
+455
| New | +$86K | ﹤0.01% | 1709 |
|