Creative Planning’s Dorchester Minerals DMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $263K | Buy |
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|
2025
Q2 | $271K | Sell |
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|
2025
Q1 | $317K | Buy |
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|
2024
Q4 | $294K | Hold |
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|
2024
Q3 | $266K | Sell |
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|
2024
Q2 | $300K | Hold |
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|
2024
Q1 | $328K | Sell |
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|
2023
Q4 | $365K | Buy |
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|
2023
Q3 | $332K | Hold |
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|
2023
Q2 | $342K | Buy |
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|
2023
Q1 | $340K | Sell |
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|
2022
Q4 | $423K | Buy |
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|
2022
Q3 | $350K | Buy |
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|
2022
Q2 | $217K | Sell |
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|
2022
Q1 | $1.5M | Hold |
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|
2021
Q4 | $1.14M | Hold |
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|
2021
Q3 | $1.11M | Hold |
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|
2021
Q2 | $974K | Hold |
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|
2021
Q1 | $789K | Hold |
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|
2020
Q4 | $630K | Sell |
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|
2020
Q3 | $643K | Buy |
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|
2020
Q2 | $738K | Buy |
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|
2020
Q1 | $516K | Sell |
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|
2019
Q4 | $1.12M | Buy |
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|
2019
Q3 | $1.05M | Sell |
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|
2019
Q2 | $1.04M | Sell |
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|
2019
Q1 | $1.21M | Buy |
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|
2018
Q4 | $753K | Buy |
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|
2018
Q3 | $1.04M | Hold |
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|
2018
Q2 | $1.05M | Hold |
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|
2018
Q1 | $824K | Buy |
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|
2017
Q4 | $773K | Hold |
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|
2017
Q3 | $765K | Hold |
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|
2017
Q2 | $735K | Sell |
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|
2017
Q1 | $1.08M | Buy |
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|
2016
Q4 | $893K | Sell |
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|
2016
Q3 | $796K | Buy |
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|
2016
Q2 | $738K | Hold |
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|
2016
Q1 | $583K | Hold |
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|
2015
Q4 | $506K | Hold |
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|
2015
Q3 | $740K | Sell |
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|
2015
Q2 | $1.16M | Sell |
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|
2015
Q1 | $1.24M | Buy |
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|
2014
Q4 | $1.39M | Buy |
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|
2014
Q3 | $1.6M | Buy |
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|
2014
Q2 | $1.63M | Buy |
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|
2014
Q1 | $1.4M | Buy |
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|
2013
Q4 | $98K | Buy |
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|
2013
Q3 | $66K | Buy |
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|
2013
Q2 | $67K | Buy |
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