Creative Planning’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $198K | Sell |
23,295
-7,951
| -25% | -$67.4K | ﹤0.01% | 3217 |
|
|
2025
Q1 | $242K | Buy |
31,246
+11,928
| +62% | +$92.6K | ﹤0.01% | 2907 |
|
|
2024
Q4 | $156K | Buy |
19,318
+4,610
| +31% | +$37.2K | ﹤0.01% | 3044 |
|
|
2024
Q3 | $111K | Buy |
14,708
+70
| +0.5% | +$531 | ﹤0.01% | 2995 |
|
|
2024
Q2 | $90.3K | Buy |
14,638
+2,442
| +20% | +$15.1K | ﹤0.01% | 2844 |
|
|
2024
Q1 | $67.2K | Buy |
12,196
+8
| +0.1% | +$44 | ﹤0.01% | 2740 |
|
|
2023
Q4 | $76.8K | Sell |
12,188
-3,430
| -22% | -$21.6K | ﹤0.01% | 2589 |
|
|
2023
Q3 | $75.9K | Sell |
15,618
-5,020
| -24% | -$24.4K | ﹤0.01% | 2415 |
|
|
2023
Q2 | $112K | Buy |
20,638
+1,254
| +6% | +$6.83K | ﹤0.01% | 2315 |
|
|
2023
Q1 | $113K | Sell |
19,384
-8,036
| -29% | -$47K | ﹤0.01% | 2226 |
|
|
2022
Q4 | $160K | Buy |
27,420
+826
| +3% | +$4.82K | ﹤0.01% | 2056 |
|
|
2022
Q3 | $153K | Sell |
26,594
-12,941
| -33% | -$74.5K | ﹤0.01% | 1954 |
|
|
2022
Q2 | $293K | Buy |
39,535
+9,128
| +30% | +$67.6K | ﹤0.01% | 1616 |
|
|
2022
Q1 | $278K | Buy |
30,407
+1,021
| +3% | +$9.34K | ﹤0.01% | 1680 |
|
|
2021
Q4 | $319K | Sell |
29,386
-2,530
| -8% | -$27.5K | ﹤0.01% | 1576 |
|
|
2021
Q3 | $357K | Sell |
31,916
-2,535
| -7% | -$28.4K | ﹤0.01% | 1491 |
|
|
2021
Q2 | $433K | Sell |
34,451
-50,441
| -59% | -$634K | ﹤0.01% | 1354 |
|
|
2021
Q1 | $1.12M | Buy |
84,892
+1,188
| +1% | +$15.7K | ﹤0.01% | 957 |
|
|
2020
Q4 | $1M | Buy |
83,704
+21,669
| +35% | +$259K | ﹤0.01% | 937 |
|
|
2020
Q3 | $676K | Buy |
62,035
+43,047
| +227% | +$469K | ﹤0.01% | 963 |
|
|
2020
Q2 | $177K | Buy |
18,988
+450
| +2% | +$4.2K | ﹤0.01% | 1541 |
|
|
2020
Q1 | $150K | Sell |
18,538
-680
| -4% | -$5.5K | ﹤0.01% | 1437 |
|
|
2019
Q4 | $169K | Buy |
19,218
+2,785
| +17% | +$24.5K | ﹤0.01% | 1661 |
|
|
2019
Q3 | $131K | Sell |
16,433
-2,518
| -13% | -$20.1K | ﹤0.01% | 1674 |
|
|
2019
Q2 | $180K | Buy |
18,951
+8,190
| +76% | +$77.8K | ﹤0.01% | 1639 |
|
|
2019
Q1 | $99K | Buy |
+10,761
| New | +$99K | ﹤0.01% | 1693 |
|
|
2018
Q2 | – | Sell |
-47,804
| Closed | -$306K | – | 1939 |
|
|
2018
Q1 | $306K | Buy |
+47,804
| New | +$306K | ﹤0.01% | 1318 |
|
|
2017
Q3 | – | Sell |
-5,774
| Closed | -$41K | – | 2372 |
|
|
2017
Q2 | $41K | Sell |
5,774
-1,734
| -23% | -$12.3K | ﹤0.01% | 2643 |
|
|
2017
Q1 | $50K | Sell |
7,508
-1,682
| -18% | -$11.2K | ﹤0.01% | 2454 |
|
|
2016
Q4 | $54K | Buy |
9,190
+1,093
| +13% | +$6.42K | ﹤0.01% | 2313 |
|
|
2016
Q3 | $58K | Buy |
8,097
+1,346
| +20% | +$9.64K | ﹤0.01% | 2224 |
|
|
2016
Q2 | $52K | Sell |
6,751
-3,928
| -37% | -$30.3K | ﹤0.01% | 2103 |
|
|
2016
Q1 | $107K | Sell |
10,679
-4,229
| -28% | -$42.4K | ﹤0.01% | 1570 |
|
|
2015
Q4 | $143K | Buy |
14,908
+4,285
| +40% | +$41.1K | ﹤0.01% | 1409 |
|
|
2015
Q3 | $104K | Sell |
10,623
-455
| -4% | -$4.45K | ﹤0.01% | 1564 |
|
|
2015
Q2 | $116K | Buy |
11,078
+439
| +4% | +$4.6K | ﹤0.01% | 946 |
|
|
2015
Q1 | $134K | Sell |
10,639
-931
| -8% | -$11.7K | ﹤0.01% | 1400 |
|
|
2014
Q4 | $140K | Buy |
11,570
+1,780
| +18% | +$21.5K | ﹤0.01% | 1347 |
|
|
2014
Q3 | $123K | Buy |
9,790
+1,240
| +15% | +$15.6K | ﹤0.01% | 1333 |
|
|
2014
Q2 | $103K | Buy |
8,550
+920
| +12% | +$11.1K | ﹤0.01% | 1401 |
|
|
2014
Q1 | $102K | Buy |
7,630
+1,681
| +28% | +$22.5K | ﹤0.01% | 1388 |
|
|
2013
Q4 | $73K | Buy |
5,949
+798
| +15% | +$9.79K | ﹤0.01% | 1370 |
|
|
2013
Q3 | $69K | Buy |
5,151
+1,183
| +30% | +$15.8K | ﹤0.01% | 1334 |
|
|
2013
Q2 | $45K | Buy |
+3,968
| New | +$45K | ﹤0.01% | 1443 |
|