Creative Planning’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.2M | Buy |
213,350
+1,318
| +0.6% | +$471K | 0.07% | 122 |
|
|
2025
Q1 | $57.6M | Buy |
212,032
+35,525
| +20% | +$9.66M | 0.05% | 141 |
|
|
2024
Q4 | $58.6M | Sell |
176,507
-4,560
| -3% | -$1.51M | 0.06% | 128 |
|
|
2024
Q3 | $60M | Buy |
181,067
+4,705
| +3% | +$1.56M | 0.06% | 126 |
|
|
2024
Q2 | $55.3M | Sell |
176,362
-399
| -0.2% | -$125K | 0.06% | 123 |
|
|
2024
Q1 | $55.3M | Buy |
176,761
+8,440
| +5% | +$2.64M | 0.06% | 124 |
|
|
2023
Q4 | $40.5M | Sell |
168,321
-72,084
| -30% | -$17.4M | 0.08% | 149 |
|
|
2023
Q3 | $51.3M | Buy |
240,405
+69,632
| +41% | +$14.9M | 0.07% | 122 |
|
|
2023
Q2 | $34.3M | Buy |
170,773
+3,727
| +2% | +$750K | 0.05% | 157 |
|
|
2023
Q1 | $28.6M | Buy |
167,046
+78,071
| +88% | +$13.4M | 0.04% | 172 |
|
|
2022
Q4 | $14M | Buy |
88,975
+20,462
| +30% | +$3.21M | 0.02% | 261 |
|
|
2022
Q3 | $9.14M | Buy |
68,513
+868
| +1% | +$116K | 0.02% | 322 |
|
|
2022
Q2 | $8.52M | Buy |
67,645
+5,055
| +8% | +$637K | 0.01% | 347 |
|
|
2022
Q1 | $9.5M | Buy |
62,590
+6,371
| +11% | +$967K | 0.01% | 329 |
|
|
2021
Q4 | $9.72M | Sell |
56,219
-550
| -1% | -$95.1K | 0.02% | 289 |
|
|
2021
Q3 | $8.48M | Buy |
56,769
+3,158
| +6% | +$472K | 0.02% | 294 |
|
|
2021
Q2 | $7.94M | Sell |
53,611
-652
| -1% | -$96.6K | 0.01% | 302 |
|
|
2021
Q1 | $7.5M | Sell |
54,263
-1,826
| -3% | -$252K | 0.02% | 319 |
|
|
2020
Q4 | $6.74M | Buy |
56,089
+11,742
| +26% | +$1.41M | 0.01% | 315 |
|
|
2020
Q3 | $4.53M | Buy |
44,347
+5,931
| +15% | +$605K | 0.01% | 326 |
|
|
2020
Q2 | $3.36M | Sell |
38,416
-132
| -0.3% | -$11.5K | 0.01% | 342 |
|
|
2020
Q1 | $3M | Buy |
38,548
+2,441
| +7% | +$190K | 0.01% | 328 |
|
|
2019
Q4 | $3.42M | Sell |
36,107
-953
| -3% | -$90.3K | 0.01% | 369 |
|
|
2019
Q3 | $3.08M | Sell |
37,060
-3,338
| -8% | -$278K | 0.01% | 387 |
|
|
2019
Q2 | $3.36M | Sell |
40,398
-1,874
| -4% | -$156K | 0.01% | 363 |
|
|
2019
Q1 | $3.41M | Buy |
42,272
+2,281
| +6% | +$184K | 0.01% | 343 |
|
|
2018
Q4 | $2.75M | Buy |
39,991
+1,143
| +3% | +$78.5K | 0.01% | 360 |
|
|
2018
Q3 | $3.37M | Buy |
38,848
+228
| +0.6% | +$19.8K | 0.01% | 351 |
|
|
2018
Q2 | $2.89M | Sell |
38,620
-545
| -1% | -$40.7K | 0.01% | 382 |
|
|
2018
Q1 | $3.13M | Buy |
39,165
+1,664
| +4% | +$133K | 0.01% | 350 |
|
|
2017
Q4 | $2.96M | Sell |
37,501
-1,102
| -3% | -$87.1K | 0.01% | 354 |
|
|
2017
Q3 | $2.96M | Buy |
38,603
+6,126
| +19% | +$470K | 0.01% | 351 |
|
|
2017
Q2 | $2.53M | Buy |
32,477
+4,825
| +17% | +$376K | 0.01% | 370 |
|
|
2017
Q1 | $2.05M | Buy |
27,652
+1,382
| +5% | +$102K | 0.01% | 415 |
|
|
2016
Q4 | $1.76M | Buy |
26,270
+2,014
| +8% | +$135K | 0.01% | 440 |
|
|
2016
Q3 | $1.59M | Buy |
24,256
+1,206
| +5% | +$79.3K | 0.01% | 441 |
|
|
2016
Q2 | $1.38M | Sell |
23,050
-167
| -0.7% | -$9.98K | 0.01% | 433 |
|
|
2016
Q1 | $1.45M | Buy |
23,217
+3,375
| +17% | +$211K | 0.01% | 394 |
|
|
2015
Q4 | $1.03M | Buy |
19,842
+2,587
| +15% | +$135K | 0.01% | 495 |
|
|
2015
Q3 | $885K | Sell |
17,255
-361
| -2% | -$18.5K | 0.01% | 510 |
|
|
2015
Q2 | $1.19M | Sell |
17,616
-1,160
| -6% | -$78.3K | 0.01% | 419 |
|
|
2015
Q1 | $1.28M | Sell |
18,776
-7,165
| -28% | -$487K | 0.01% | 390 |
|
|
2014
Q4 | $1.76M | Sell |
25,941
-575
| -2% | -$39.1K | 0.02% | 299 |
|
|
2014
Q3 | $1.68M | Buy |
26,516
+8,596
| +48% | +$545K | 0.02% | 277 |
|
|
2014
Q2 | $1.38M | Buy |
17,920
+1,489
| +9% | +$115K | 0.02% | 300 |
|
|
2014
Q1 | $1.23M | Buy |
16,431
+2,658
| +19% | +$200K | 0.02% | 315 |
|
|
2013
Q4 | $1.05M | Buy |
13,773
+1,805
| +15% | +$137K | 0.02% | 290 |
|
|
2013
Q3 | $824K | Buy |
11,968
+1,748
| +17% | +$120K | 0.02% | 309 |
|
|
2013
Q2 | $673K | Buy |
+10,220
| New | +$673K | 0.02% | 327 |
|