Creative Planning’s Copel ELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
121,104
+18,844
| +18% | +$172K | ﹤0.01% | 1761 |
|
|
2025
Q1 | $748K | Buy |
102,260
+26,971
| +36% | +$197K | ﹤0.01% | 1952 |
|
|
2024
Q4 | $446K | Buy |
75,289
+9,675
| +15% | +$57.4K | ﹤0.01% | 2325 |
|
|
2024
Q3 | $488K | Buy |
65,614
+7,690
| +13% | +$57.2K | ﹤0.01% | 2129 |
|
|
2024
Q2 | $388K | Buy |
57,924
+17,852
| +45% | +$119K | ﹤0.01% | 2146 |
|
|
2024
Q1 | $309K | Buy |
40,072
+2,165
| +6% | +$16.7K | ﹤0.01% | 2215 |
|
|
2023
Q4 | $321K | Sell |
37,907
-7,388
| -16% | -$62.7K | ﹤0.01% | 2037 |
|
|
2023
Q3 | $318K | Buy |
45,295
+5,597
| +14% | +$39.3K | ﹤0.01% | 1881 |
|
|
2023
Q2 | $273K | Buy |
39,698
+705
| +2% | +$4.86K | ﹤0.01% | 1969 |
|
|
2023
Q1 | $210K | Buy |
38,993
+3,384
| +10% | +$18.2K | ﹤0.01% | 2092 |
|
|
2022
Q4 | $205K | Buy |
35,609
+18,488
| +108% | +$106K | ﹤0.01% | 1994 |
|
|
2022
Q3 | $81K | Buy |
+17,121
| New | +$81K | ﹤0.01% | 2040 |
|
|
2021
Q2 | – | Sell |
-8,980
| Closed | -$45K | – | 2091 |
|
|
2021
Q1 | $45K | Buy |
+8,980
| New | +$45K | ﹤0.01% | 2268 |
|
|
2017
Q3 | – | Sell |
-350
| Closed | -$1K | – | 2341 |
|
|
2017
Q2 | $1K | Buy |
350
+175
| +100% | +$500 | ﹤0.01% | 4326 |
|
|
2017
Q1 | $1K | Sell |
175
-355
| -67% | -$2.03K | ﹤0.01% | 4322 |
|
|
2016
Q4 | $2K | Hold |
530
| – | – | ﹤0.01% | 4148 |
|
|
2016
Q3 | $2K | Hold |
530
| – | – | ﹤0.01% | 4090 |
|
|
2016
Q2 | $2K | Buy |
530
+17
| +3% | +$64 | ﹤0.01% | 3901 |
|
|
2016
Q1 | $2K | Sell |
513
-7,500
| -94% | -$29.2K | ﹤0.01% | 3863 |
|
|
2015
Q4 | $19K | Hold |
8,013
| – | – | ﹤0.01% | 2844 |
|
|
2015
Q3 | $26K | Buy |
+8,013
| New | +$26K | ﹤0.01% | 2499 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$2K | – | 1566 |
|
|
2015
Q1 | $2K | Hold |
500
| – | – | ﹤0.01% | 3758 |
|
|
2014
Q4 | $3K | Buy |
+500
| New | +$3K | ﹤0.01% | 3610 |
|