Creative Planning’s Equity Lifestyle Properties ELS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
30,420
+19,977
| +191% | +$1.23M | ﹤0.01% | 1371 |
|
|
2025
Q1 | $697K | Sell |
10,443
-638
| -6% | -$42.6K | ﹤0.01% | 2003 |
|
|
2024
Q4 | $738K | Buy |
11,081
+4,366
| +65% | +$291K | ﹤0.01% | 1882 |
|
|
2024
Q3 | $479K | Buy |
6,715
+1,824
| +37% | +$130K | ﹤0.01% | 2148 |
|
|
2024
Q2 | $319K | Sell |
4,891
-265
| -5% | -$17.3K | ﹤0.01% | 2286 |
|
|
2024
Q1 | $332K | Buy |
5,156
+225
| +5% | +$14.5K | ﹤0.01% | 2156 |
|
|
2023
Q4 | $348K | Buy |
4,931
+829
| +20% | +$58.5K | ﹤0.01% | 1984 |
|
|
2023
Q3 | $261K | Buy |
4,102
+914
| +29% | +$58.2K | ﹤0.01% | 2037 |
|
|
2023
Q2 | $213K | Sell |
3,188
-27
| -0.8% | -$1.81K | ﹤0.01% | 2157 |
|
|
2023
Q1 | $216K | Buy |
+3,215
| New | +$216K | ﹤0.01% | 2064 |
|
|
2022
Q4 | – | Sell |
-5,388
| Closed | -$339K | – | 2405 |
|
|
2022
Q3 | $339K | Buy |
5,388
+1,343
| +33% | +$84.5K | ﹤0.01% | 1558 |
|
|
2022
Q2 | $285K | Buy |
+4,045
| New | +$285K | ﹤0.01% | 1641 |
|
|
2021
Q3 | – | Sell |
-2,807
| Closed | -$209K | – | 2071 |
|
|
2021
Q2 | $209K | Sell |
2,807
-1,972
| -41% | -$147K | ﹤0.01% | 1774 |
|
|
2021
Q1 | $304K | Sell |
4,779
-1,951
| -29% | -$124K | ﹤0.01% | 1763 |
|
|
2020
Q4 | $426K | Buy |
+6,730
| New | +$426K | ﹤0.01% | 1385 |
|
|
2017
Q3 | – | Sell |
-562
| Closed | -$24K | – | 2342 |
|
|
2017
Q2 | $24K | Sell |
562
-48
| -8% | -$2.05K | ﹤0.01% | 3017 |
|
|
2017
Q1 | $24K | Buy |
610
+48
| +9% | +$1.89K | ﹤0.01% | 2970 |
|
|
2016
Q4 | $20K | Sell |
562
-92
| -14% | -$3.27K | ﹤0.01% | 3045 |
|
|
2016
Q3 | $25K | Sell |
654
-46
| -7% | -$1.76K | ﹤0.01% | 2866 |
|
|
2016
Q2 | $28K | Hold |
700
| – | – | ﹤0.01% | 2519 |
|
|
2016
Q1 | $25K | Buy |
700
+24
| +4% | +$857 | ﹤0.01% | 2579 |
|
|
2015
Q4 | $23K | Buy |
676
+46
| +7% | +$1.57K | ﹤0.01% | 2705 |
|
|
2015
Q3 | $18K | Buy |
+630
| New | +$18K | ﹤0.01% | 2775 |
|
|
2015
Q2 | – | Sell |
-90
| Closed | -$2K | – | 1567 |
|
|
2015
Q1 | $2K | Hold |
90
| – | – | ﹤0.01% | 3759 |
|
|
2014
Q4 | $2K | Sell |
90
-2,000
| -96% | -$44.4K | ﹤0.01% | 3714 |
|
|
2014
Q3 | $44K | Buy |
+2,090
| New | +$44K | ﹤0.01% | 1988 |
|