Creative Planning’s Trump Media & Technology Group DJT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$624K Sell
2025
Q2
$1.06M Sell
2025
Q1
$1.3M Buy
2024
Q4
$1.12M Sell
2024
Q3
$426K Buy
2024
Q2
$339K Buy
2024
Q1
$583K Buy
2023
Q4
Sell
2023
Q3
$173K Buy
2022
Q3
Sell
2022
Q2
$242K Buy
2022
Q1
$581K Buy
2021
Q4
$396K Buy