Creative Planning’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $806K | Buy |
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|
2025
Q2 | $379K | Sell |
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|
2025
Q1 | $816K | Buy |
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|
2024
Q4 | $825K | Buy |
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|
2024
Q3 | $520K | Buy |
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|
2024
Q2 | $592K | Sell |
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|
2024
Q1 | $558K | Sell |
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|
2023
Q4 | $581K | Buy |
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|
2023
Q3 | $414K | Buy |
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|
2023
Q2 | $381K | Sell |
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|
2023
Q1 | $466K | Sell |
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|
2022
Q4 | $676K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $839K | Buy |
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|
2022
Q1 | $239K | Buy |
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|
2021
Q4 | $250K | Sell |
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|
2021
Q3 | $290K | Buy |
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|
2021
Q2 | $385K | Sell |
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|
2021
Q1 | $7.02M | Sell |
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|
2020
Q4 | $4.93M | Sell |
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|
2020
Q3 | $4.54M | Buy |
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|
2020
Q2 | $4.1M | Buy |
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|
2020
Q1 | $4.51M | Buy |
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|
2019
Q4 | $8.5M | Sell |
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|
2019
Q3 | $8.87M | Sell |
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|
2019
Q2 | $9.55M | Buy |
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|
2019
Q1 | $352K | Sell |
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|
2018
Q4 | $329K | Buy |
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|
2018
Q3 | $481K | Buy |
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|
2018
Q2 | $559K | Sell |
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|
2018
Q1 | $627K | Buy |
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|
2017
Q4 | $651K | Buy |
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|
2017
Q3 | $530K | Buy |
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|
2017
Q2 | $467K | Sell |
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|
2017
Q1 | $534K | Sell |
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|
2016
Q4 | $593K | Buy |
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|
2016
Q3 | $522K | Buy |
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|
2016
Q2 | $502K | Buy |
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|
2016
Q1 | $457K | Sell |
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|
2015
Q4 | $413K | Buy |
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|
2015
Q3 | $390K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $501K | Buy |
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|
2014
Q4 | $430K | Buy |
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|
2014
Q3 | $317K | Sell |
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|
2014
Q2 | $377K | Buy |
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|
2014
Q1 | $310K | Hold |
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|
2013
Q4 | $308K | Hold |
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|
2013
Q3 | $246K | Buy |
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|
2013
Q2 | $195K | Buy |
|