Creative Planning’s Ennis EBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $958K | Buy |
52,837
+11,836
| +29% | +$215K | ﹤0.01% | 1884 |
|
|
2025
Q1 | $824K | Buy |
41,001
+3,988
| +11% | +$80.1K | ﹤0.01% | 1872 |
|
|
2024
Q4 | $781K | Sell |
37,013
-20,080
| -35% | -$423K | ﹤0.01% | 1847 |
|
|
2024
Q3 | $1.39M | Buy |
57,093
+26,207
| +85% | +$637K | ﹤0.01% | 1285 |
|
|
2024
Q2 | $676K | Buy |
30,886
+15,772
| +104% | +$345K | ﹤0.01% | 1702 |
|
|
2024
Q1 | $310K | Buy |
+15,114
| New | +$310K | ﹤0.01% | 2214 |
|
|
2017
Q3 | – | Sell |
-628
| Closed | -$12K | – | 2306 |
|
|
2017
Q2 | $12K | Sell |
628
-1,972
| -76% | -$37.7K | ﹤0.01% | 3465 |
|
|
2017
Q1 | $44K | Hold |
2,600
| – | – | ﹤0.01% | 2550 |
|
|
2016
Q4 | $45K | Hold |
2,600
| – | – | ﹤0.01% | 2455 |
|
|
2016
Q3 | $44K | Buy |
2,600
+2,000
| +333% | +$33.8K | ﹤0.01% | 2440 |
|
|
2016
Q2 | $12K | Buy |
600
+200
| +50% | +$4K | ﹤0.01% | 3078 |
|
|
2016
Q1 | $8K | Hold |
400
| – | – | ﹤0.01% | 3285 |
|
|
2015
Q4 | $8K | Hold |
400
| – | – | ﹤0.01% | 3355 |
|
|
2015
Q3 | $7K | Buy |
+400
| New | +$7K | ﹤0.01% | 3382 |
|
|
2015
Q2 | – | Sell |
-3,248
| Closed | -$46K | – | 1530 |
|
|
2015
Q1 | $46K | Buy |
3,248
+2,698
| +491% | +$38.2K | ﹤0.01% | 2069 |
|
|
2014
Q4 | $7K | Hold |
550
| – | – | ﹤0.01% | 3239 |
|
|
2014
Q3 | $7K | Sell |
550
-500
| -48% | -$6.36K | ﹤0.01% | 3072 |
|
|
2014
Q2 | $16K | Buy |
1,050
+500
| +91% | +$7.62K | ﹤0.01% | 2573 |
|
|
2014
Q1 | $9K | Hold |
550
| – | – | ﹤0.01% | 2748 |
|
|
2013
Q4 | $10K | Buy |
+550
| New | +$10K | ﹤0.01% | 2556 |
|