Creative Planning’s Ennis EBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.8M | Buy |
550,166
+210,378
| +62% | +$4.25M | 0.01% | 618 |
|
|
2025
Q4 | $6.12M | Buy |
339,788
+180,376
| +113% | +$3.14M | ﹤0.01% | 872 |
|
|
2025
Q3 | $2.91M | Buy |
159,412
+106,575
| +202% | +$1.94M | ﹤0.01% | 1248 |
|
|
2025
Q2 | $958K | Buy |
52,837
+11,836
| +29% | +$222K | ﹤0.01% | 1889 |
|
|
2025
Q1 | $824K | Buy |
41,001
+3,988
| +11% | +$82.8K | ﹤0.01% | 1877 |
|
|
2024
Q4 | $781K | Sell |
37,013
-20,080
| -35% | -$431K | ﹤0.01% | 1852 |
|
|
2024
Q3 | $1.39M | Buy |
57,093
+26,207
| +85% | +$606K | ﹤0.01% | 1285 |
|
|
2024
Q2 | $676K | Buy |
30,886
+15,772
| +104% | +$324K | ﹤0.01% | 1707 |
|
|
2024
Q1 | $310K | Buy |
+15,114
| New | +$309K | ﹤0.01% | 2223 |
|
|
2017
Q3 | – | Sell |
-628
| Closed | -$12K | – | 2361 |
|
|
2017
Q2 | $12K | Sell |
628
-1,972
| -76% | -$33.2K | ﹤0.01% | 3506 |
|
|
2017
Q1 | $44K | Hold |
2,600
| – | – | ﹤0.01% | 2570 |
|
|
2016
Q4 | $45K | Hold |
2,600
| – | – | ﹤0.01% | 2472 |
|
|
2016
Q3 | $44K | Buy |
2,600
+2,000
| +333% | +$34.4K | ﹤0.01% | 2459 |
|
|
2016
Q2 | $12K | Buy |
600
+200
| +50% | +$3.79K | ﹤0.01% | 3119 |
|
|
2016
Q1 | $8K | Hold |
400
| – | – | ﹤0.01% | 3326 |
|
|
2015
Q4 | $8K | Hold |
400
| – | – | ﹤0.01% | 3407 |
|
|
2015
Q3 | $7K | Buy |
+400
| New | +$6.74K | ﹤0.01% | 3421 |
|
|
2015
Q2 | – | Sell |
-3,248
| Closed | -$46K | – | 1598 |
|
|
2015
Q1 | $46K | Buy |
3,248
+2,698
| +491% | +$36.7K | ﹤0.01% | 2083 |
|
|
2014
Q4 | $7K | Hold |
550
| – | – | ﹤0.01% | 3301 |
|
|
2014
Q3 | $7K | Sell |
550
-500
| -48% | -$7.18K | ﹤0.01% | 3124 |
|
|
2014
Q2 | $16K | Buy |
1,050
+500
| +91% | +$7.7K | ﹤0.01% | 2614 |
|
|
2014
Q1 | $9K | Hold |
550
| – | – | ﹤0.01% | 2797 |
|
|
2013
Q4 | $10K | Buy |
+550
| New | +$9.8K | ﹤0.01% | 2556 |
|
Other funds holding EBF
VCM
RA
