Creative Planning’s Dorchester Minerals DMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Sell |
9,713
-810
| -8% | -$22.6K | ﹤0.01% | 2984 |
|
|
2025
Q1 | $317K | Buy |
10,523
+1,710
| +19% | +$51.4K | ﹤0.01% | 2699 |
|
|
2024
Q4 | $294K | Hold |
8,813
| – | – | ﹤0.01% | 2674 |
|
|
2024
Q3 | $266K | Sell |
8,813
-925
| -9% | -$27.9K | ﹤0.01% | 2621 |
|
|
2024
Q2 | $300K | Hold |
9,738
| – | – | ﹤0.01% | 2339 |
|
|
2024
Q1 | $328K | Sell |
9,738
-1,725
| -15% | -$58.2K | ﹤0.01% | 2169 |
|
|
2023
Q4 | $365K | Buy |
11,463
+50
| +0.4% | +$1.59K | ﹤0.01% | 1939 |
|
|
2023
Q3 | $332K | Hold |
11,413
| – | – | ﹤0.01% | 1843 |
|
|
2023
Q2 | $342K | Buy |
11,413
+185
| +2% | +$5.54K | ﹤0.01% | 1802 |
|
|
2023
Q1 | $340K | Sell |
11,228
-2,899
| -21% | -$87.8K | ﹤0.01% | 1715 |
|
|
2022
Q4 | $423K | Buy |
14,127
+100
| +0.7% | +$2.99K | ﹤0.01% | 1510 |
|
|
2022
Q3 | $350K | Buy |
14,027
+4,935
| +54% | +$123K | ﹤0.01% | 1537 |
|
|
2022
Q2 | $217K | Sell |
9,092
-48,683
| -84% | -$1.16M | ﹤0.01% | 1819 |
|
|
2022
Q1 | $1.5M | Hold |
57,775
| – | – | ﹤0.01% | 815 |
|
|
2021
Q4 | $1.14M | Hold |
57,775
| – | – | ﹤0.01% | 894 |
|
|
2021
Q3 | $1.11M | Hold |
57,775
| – | – | ﹤0.01% | 899 |
|
|
2021
Q2 | $974K | Hold |
57,775
| – | – | ﹤0.01% | 944 |
|
|
2021
Q1 | $789K | Hold |
57,775
| – | – | ﹤0.01% | 1154 |
|
|
2020
Q4 | $630K | Sell |
57,775
-4,505
| -7% | -$49.1K | ﹤0.01% | 1164 |
|
|
2020
Q3 | $643K | Buy |
62,280
+4,505
| +8% | +$46.5K | ﹤0.01% | 988 |
|
|
2020
Q2 | $738K | Buy |
57,775
+2,357
| +4% | +$30.1K | ﹤0.01% | 852 |
|
|
2020
Q1 | $516K | Sell |
55,418
-2,142
| -4% | -$19.9K | ﹤0.01% | 917 |
|
|
2019
Q4 | $1.12M | Buy |
57,560
+1,300
| +2% | +$25.4K | ﹤0.01% | 731 |
|
|
2019
Q3 | $1.05M | Sell |
56,260
-550
| -1% | -$10.3K | ﹤0.01% | 730 |
|
|
2019
Q2 | $1.04M | Sell |
56,810
-9,255
| -14% | -$169K | ﹤0.01% | 744 |
|
|
2019
Q1 | $1.21M | Buy |
66,065
+14,655
| +29% | +$268K | ﹤0.01% | 652 |
|
|
2018
Q4 | $753K | Buy |
51,410
+250
| +0.5% | +$3.66K | ﹤0.01% | 778 |
|
|
2018
Q3 | $1.04M | Hold |
51,160
| – | – | ﹤0.01% | 742 |
|
|
2018
Q2 | $1.05M | Hold |
51,160
| – | – | ﹤0.01% | 716 |
|
|
2018
Q1 | $824K | Buy |
51,160
+300
| +0.6% | +$4.83K | ﹤0.01% | 829 |
|
|
2017
Q4 | $773K | Hold |
50,860
| – | – | ﹤0.01% | 843 |
|
|
2017
Q3 | $765K | Hold |
50,860
| – | – | ﹤0.01% | 826 |
|
|
2017
Q2 | $735K | Sell |
50,860
-11,895
| -19% | -$172K | ﹤0.01% | 824 |
|
|
2017
Q1 | $1.08M | Buy |
62,755
+11,895
| +23% | +$205K | 0.01% | 635 |
|
|
2016
Q4 | $893K | Sell |
50,860
-800
| -2% | -$14K | 0.01% | 668 |
|
|
2016
Q3 | $796K | Buy |
51,660
+500
| +1% | +$7.7K | 0.01% | 687 |
|
|
2016
Q2 | $738K | Hold |
51,160
| – | – | 0.01% | 612 |
|
|
2016
Q1 | $583K | Hold |
51,160
| – | – | ﹤0.01% | 690 |
|
|
2015
Q4 | $506K | Hold |
51,160
| – | – | ﹤0.01% | 744 |
|
|
2015
Q3 | $740K | Sell |
51,160
-2,909
| -5% | -$42.1K | 0.01% | 580 |
|
|
2015
Q2 | $1.16M | Sell |
54,069
-297
| -0.5% | -$6.36K | 0.01% | 425 |
|
|
2015
Q1 | $1.24M | Buy |
54,366
+18
| +0% | +$409 | 0.01% | 398 |
|
|
2014
Q4 | $1.39M | Buy |
54,348
+116
| +0.2% | +$2.96K | 0.01% | 351 |
|
|
2014
Q3 | $1.6M | Buy |
54,232
+813
| +2% | +$24K | 0.02% | 288 |
|
|
2014
Q2 | $1.63M | Buy |
53,419
+117
| +0.2% | +$3.57K | 0.02% | 269 |
|
|
2014
Q1 | $1.4M | Buy |
53,302
+49,536
| +1,315% | +$1.3M | 0.02% | 276 |
|
|
2013
Q4 | $98K | Buy |
3,766
+1,016
| +37% | +$26.4K | ﹤0.01% | 1204 |
|
|
2013
Q3 | $66K | Buy |
2,750
+15
| +0.5% | +$360 | ﹤0.01% | 1355 |
|
|
2013
Q2 | $67K | Buy |
+2,735
| New | +$67K | ﹤0.01% | 1209 |
|