Creative Planning’s Douglas Elliman DOUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.4K Sell
10,078
-1
-0% -$2 ﹤0.01% 3556
2025
Q1
$17.3K Sell
10,079
-5,000
-33% -$8.6K ﹤0.01% 3388
2024
Q4
$25.2K Buy
15,079
+2,628
+21% +$4.39K ﹤0.01% 3302
2024
Q3
$22.8K Buy
12,451
+427
+4% +$781 ﹤0.01% 3144
2024
Q2
$13.9K Hold
12,024
﹤0.01% 2969
2024
Q1
$19K Sell
12,024
-568
-5% -$897 ﹤0.01% 2815
2023
Q4
$37.1K Sell
12,592
-322
-2% -$950 ﹤0.01% 2649
2023
Q3
$29.2K Sell
12,914
-637
-5% -$1.44K ﹤0.01% 2526
2023
Q2
$30.1K Sell
13,551
-2,061
-13% -$4.58K ﹤0.01% 2455
2023
Q1
$46.2K Sell
15,612
-6,325
-29% -$18.7K ﹤0.01% 2330
2022
Q4
$85K Buy
21,937
+5,612
+34% +$21.8K ﹤0.01% 2157
2022
Q3
$64K Sell
16,325
-239
-1% -$937 ﹤0.01% 2070
2022
Q2
$76K Sell
16,564
-998
-6% -$4.58K ﹤0.01% 1987
2022
Q1
$122K Buy
17,562
+67
+0.4% +$465 ﹤0.01% 1965
2021
Q4
$192K Buy
+17,495
New +$192K ﹤0.01% 1882