Creative Planning’s ENI E Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.3M | Buy |
200,302
+45,108
| +29% | +$2.02M | 0.01% | 639 |
|
|
2025
Q4 | $5.89M | Buy |
155,194
+43,009
| +38% | +$1.58M | ﹤0.01% | 894 |
|
|
2025
Q3 | $3.92M | Buy |
112,185
+30,257
| +37% | +$1.04M | ﹤0.01% | 1021 |
|
|
2025
Q2 | $2.66M | Buy |
81,928
+1,939
| +2% | +$57.5K | ﹤0.01% | 1110 |
|
|
2025
Q1 | $2.47M | Buy |
79,989
+13,421
| +20% | +$392K | ﹤0.01% | 1049 |
|
|
2024
Q4 | $1.82M | Buy |
66,568
+9,639
| +17% | +$282K | ﹤0.01% | 1191 |
|
|
2024
Q3 | $1.73M | Buy |
56,929
+10,084
| +22% | +$316K | ﹤0.01% | 1161 |
|
|
2024
Q2 | $1.44M | Buy |
46,845
+7,127
| +18% | +$226K | ﹤0.01% | 1164 |
|
|
2024
Q1 | $1.26M | Sell |
39,718
-7,119
| -15% | -$226K | ﹤0.01% | 1188 |
|
|
2023
Q4 | $1.59M | Buy |
46,837
+10,846
| +30% | +$353K | ﹤0.01% | 1010 |
|
|
2023
Q3 | $1.15M | Buy |
35,991
+10,751
| +43% | +$331K | ﹤0.01% | 1104 |
|
|
2023
Q2 | $727K | Buy |
25,240
+101
| +0.4% | +$2.93K | ﹤0.01% | 1305 |
|
|
2023
Q1 | $704K | Buy |
25,139
+6,579
| +35% | +$193K | ﹤0.01% | 1277 |
|
|
2022
Q4 | $532K | Buy |
18,560
+7,204
| +63% | +$194K | ﹤0.01% | 1387 |
|
|
2022
Q3 | $240K | Sell |
11,356
-1,746
| -13% | -$40.2K | ﹤0.01% | 1782 |
|
|
2022
Q2 | $312K | Buy |
+13,102
| New | +$374K | ﹤0.01% | 1582 |
|
|
2018
Q2 | – | Sell |
-17,678
| Closed | -$625K | – | 2089 |
|
|
2018
Q1 | $625K | Buy |
+17,678
| New | +$613K | ﹤0.01% | 971 |
|
|
2017
Q3 | – | Sell |
-4,391
| Closed | -$132K | – | 2358 |
|
|
2017
Q2 | $132K | Buy |
4,391
+1,277
| +41% | +$40.6K | ﹤0.01% | 1783 |
|
|
2017
Q1 | $102K | Sell |
3,114
-696
| -18% | -$22.1K | ﹤0.01% | 1942 |
|
|
2016
Q4 | $123K | Buy |
3,810
+644
| +20% | +$18.8K | ﹤0.01% | 1720 |
|
|
2016
Q3 | $91K | Buy |
3,166
+558
| +21% | +$17K | ﹤0.01% | 1909 |
|
|
2016
Q2 | $84K | Buy |
2,608
+330
| +14% | +$10.2K | ﹤0.01% | 1783 |
|
|
2016
Q1 | $69K | Buy |
2,278
+589
| +35% | +$16.7K | ﹤0.01% | 1875 |
|
|
2015
Q4 | $50K | Sell |
1,689
-40
| -2% | -$1.29K | ﹤0.01% | 2122 |
|
|
2015
Q3 | $54K | Buy |
+1,729
| New | +$57.9K | ﹤0.01% | 1983 |
|
|
2015
Q2 | – | Sell |
-752
| Closed | -$26K | – | 1593 |
|
|
2015
Q1 | $26K | Buy |
752
+303
| +67% | +$10.5K | ﹤0.01% | 2505 |
|
|
2014
Q4 | $16K | Sell |
449
-150
| -25% | -$5.99K | ﹤0.01% | 2810 |
|
|
2014
Q3 | $28K | Buy |
599
+217
| +57% | +$11K | ﹤0.01% | 2295 |
|
|
2014
Q2 | $21K | Sell |
382
-622
| -62% | -$32.2K | ﹤0.01% | 2449 |
|
|
2014
Q1 | $50K | Buy |
1,004
+200
| +25% | +$9.48K | ﹤0.01% | 1795 |
|
|
2013
Q4 | $39K | Hold |
804
| – | – | ﹤0.01% | 1764 |
|
|
2013
Q3 | $37K | Buy |
804
+154
| +24% | +$6.92K | ﹤0.01% | 1703 |
|
|
2013
Q2 | $27K | Buy |
+650
| New | +$29.8K | ﹤0.01% | 1740 |
|
Other funds holding E
