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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.9M | Buy |
105,142
+27,849
| +36% | +$728K | ﹤0.01% | 1603 |
|
|
2025
Q4 | $1.73M | Buy |
77,293
+35,660
| +86% | +$718K | ﹤0.01% | 1838 |
|
|
2025
Q3 | $806K | Buy |
41,633
+17,817
| +75% | +$325K | ﹤0.01% | 2322 |
|
|
2025
Q2 | $379K | Sell |
23,816
-27,799
| -54% | -$419K | ﹤0.01% | 2699 |
|
|
2025
Q1 | $816K | Buy |
51,615
+15,092
| +41% | +$286K | ﹤0.01% | 1882 |
|
|
2024
Q4 | $825K | Buy |
36,523
+9,827
| +37% | +$211K | ﹤0.01% | 1803 |
|
|
2024
Q3 | $520K | Buy |
26,696
+327
| +1% | +$6.82K | ﹤0.01% | 2071 |
|
|
2024
Q2 | $592K | Sell |
26,369
-716
| -3% | -$15.3K | ﹤0.01% | 1813 |
|
|
2024
Q1 | $558K | Sell |
27,085
-24
| -0.1% | -$477 | ﹤0.01% | 1779 |
|
|
2023
Q4 | $581K | Buy |
27,109
+5,195
| +24% | +$96.7K | ﹤0.01% | 1597 |
|
|
2023
Q3 | $414K | Buy |
21,914
+105
| +0.5% | +$2.04K | ﹤0.01% | 1693 |
|
|
2023
Q2 | $381K | Sell |
21,809
-7,313
| -25% | -$115K | ﹤0.01% | 1730 |
|
|
2023
Q1 | $466K | Sell |
29,122
-10,708
| -27% | -$195K | ﹤0.01% | 1509 |
|
|
2022
Q4 | $676K | Buy |
+39,830
| New | +$709K | ﹤0.01% | 1255 |
|
|
2022
Q3 | – | Sell |
-38,735
| Closed | -$839K | – | 2349 |
|
|
2022
Q2 | $839K | Buy |
38,735
+30,833
| +390% | +$785K | ﹤0.01% | 1039 |
|
|
2022
Q1 | $239K | Buy |
7,902
+122
| +2% | +$3.83K | ﹤0.01% | 1782 |
|
|
2021
Q4 | $250K | Sell |
7,780
-302
| -4% | -$10.7K | ﹤0.01% | 1742 |
|
|
2021
Q3 | $290K | Buy |
8,082
+21
| +0.3% | +$853 | ﹤0.01% | 1614 |
|
|
2021
Q2 | $385K | Sell |
8,061
-159,241
| -95% | -$7.17M | ﹤0.01% | 1417 |
|
|
2021
Q1 | $7.02M | Sell |
167,302
-1,400
| -0.8% | -$52.8K | 0.01% | 338 |
|
|
2020
Q4 | $4.93M | Sell |
168,702
-7,925
| -4% | -$204K | 0.01% | 384 |
|
|
2020
Q3 | $4.54M | Buy |
176,627
+2,541
| +1% | +$65.6K | 0.01% | 331 |
|
|
2020
Q2 | $4.1M | Buy |
174,086
+1
| +0% | +$25 | 0.01% | 319 |
|
|
2020
Q1 | $4.51M | Buy |
174,085
+3,732
| +2% | +$144K | 0.02% | 273 |
|
|
2019
Q4 | $8.5M | Sell |
170,353
-9,997
| -6% | -$498K | 0.03% | 221 |
|
|
2019
Q3 | $8.87M | Sell |
180,350
-54,484
| -23% | -$2.43M | 0.03% | 196 |
|
|
2019
Q2 | $9.55M | Buy |
234,834
+226,774
| +2,814% | +$9.58M | 0.03% | 186 |
|
|
2019
Q1 | $352K | Sell |
8,060
-504
| -6% | -$22.6K | ﹤0.01% | 1241 |
|
|
2018
Q4 | $329K | Buy |
8,564
+114
| +1% | +$5.44K | ﹤0.01% | 1181 |
|
|
2018
Q3 | $481K | Buy |
8,450
+2
| +0% | +$121 | ﹤0.01% | 1099 |
|
|
2018
Q2 | $559K | Sell |
8,448
-23
| -0.3% | -$1.61K | ﹤0.01% | 1013 |
|
|
2018
Q1 | $627K | Buy |
8,471
+4
| +0% | +$296 | ﹤0.01% | 969 |
|
|
2017
Q4 | $651K | Buy |
8,467
+1,204
| +17% | +$86.8K | ﹤0.01% | 926 |
|
|
2017
Q3 | $530K | Buy |
7,263
+515
| +8% | +$35.9K | ﹤0.01% | 1029 |
|
|
2017
Q2 | $467K | Sell |
6,748
-656
| -9% | -$45.7K | ﹤0.01% | 1047 |
|
|
2017
Q1 | $534K | Sell |
7,404
-877
| -11% | -$64.2K | ﹤0.01% | 952 |
|
|
2016
Q4 | $593K | Buy |
8,281
+471
| +6% | +$31.6K | ﹤0.01% | 847 |
|
|
2016
Q3 | $522K | Buy |
7,810
+252
| +3% | +$17.1K | ﹤0.01% | 870 |
|
|
2016
Q2 | $502K | Buy |
7,558
+245
| +3% | +$15.5K | ﹤0.01% | 775 |
|
|
2016
Q1 | $457K | Sell |
7,313
-255
| -3% | -$14.2K | ﹤0.01% | 784 |
|
|
2015
Q4 | $413K | Buy |
7,568
+565
| +8% | +$32.6K | ﹤0.01% | 851 |
|
|
2015
Q3 | $390K | Buy |
+7,003
| New | +$422K | ﹤0.01% | 847 |
|
|
2015
Q2 | – | Sell |
-7,230
| Closed | -$501K | – | 1563 |
|
|
2015
Q1 | $501K | Buy |
7,230
+326
| +5% | +$21.2K | ﹤0.01% | 736 |
|
|
2014
Q4 | $430K | Buy |
6,904
+1,156
| +20% | +$67.9K | ﹤0.01% | 758 |
|
|
2014
Q3 | $317K | Sell |
5,748
-684
| -11% | -$39.4K | ﹤0.01% | 842 |
|
|
2014
Q2 | $377K | Buy |
6,432
+532
| +9% | +$29.1K | ﹤0.01% | 749 |
|
|
2014
Q1 | $310K | Hold |
5,900
| – | – | ﹤0.01% | 802 |
|
|
2013
Q4 | $308K | Hold |
5,900
| – | – | 0.01% | 668 |
|
|
2013
Q3 | $246K | Buy |
5,900
+275
| +5% | +$11K | ﹤0.01% | 681 |
|
|
2013
Q2 | $195K | Buy |
+5,625
| New | +$213K | ﹤0.01% | 693 |
|
Other funds holding DLX
VPM
DRZID
VCM
