Creative Planning’s Essent Group ESNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.23M Buy
20,314
+3,601
+22% +$219K ﹤0.01% 1682
2025
Q1
$965K Buy
16,713
+6,438
+63% +$372K ﹤0.01% 1744
2024
Q4
$559K Buy
+10,275
New +$559K ﹤0.01% 2115
2017
Q3
Sell
-805
Closed -$30K 2377
2017
Q2
$30K Sell
805
-270
-25% -$10.1K ﹤0.01% 2854
2017
Q1
$39K Buy
1,075
+359
+50% +$13K ﹤0.01% 2636
2016
Q4
$23K Buy
+716
New +$23K ﹤0.01% 2947