Creative Planning’s Trump Media & Technology Group DJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
58,701
-8,062
| -12% | -$145K | ﹤0.01% | 1800 |
|
|
2025
Q1 | $1.3M | Buy |
66,763
+34,036
| +104% | +$665K | ﹤0.01% | 1504 |
|
|
2024
Q4 | $1.12M | Sell |
32,727
-725
| -2% | -$24.7K | ﹤0.01% | 1560 |
|
|
2024
Q3 | $426K | Buy |
33,452
+23,109
| +223% | +$294K | ﹤0.01% | 2248 |
|
|
2024
Q2 | $339K | Buy |
10,343
+928
| +10% | +$30.4K | ﹤0.01% | 2245 |
|
|
2024
Q1 | $583K | Buy |
+9,415
| New | +$583K | ﹤0.01% | 1732 |
|
|
2023
Q4 | – | Sell |
-10,528
| Closed | -$173K | – | 3021 |
|
|
2023
Q3 | $173K | Buy |
+10,528
| New | +$173K | ﹤0.01% | 2278 |
|
|
2022
Q3 | – | Sell |
-10,028
| Closed | -$242K | – | 2340 |
|
|
2022
Q2 | $242K | Buy |
10,028
+1,022
| +11% | +$24.7K | ﹤0.01% | 1754 |
|
|
2022
Q1 | $581K | Buy |
9,006
+1,303
| +17% | +$84.1K | ﹤0.01% | 1248 |
|
|
2021
Q4 | $396K | Buy |
+7,703
| New | +$396K | ﹤0.01% | 1443 |
|