Creative Planning’s Eagle Materials EXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.7M | Buy |
14,249
+336
| +2% | +$71.5K | ﹤0.01% | 1672 |
|
|
2025
Q4 | $2.88M | Buy |
13,913
+3,161
| +29% | +$698K | ﹤0.01% | 1407 |
|
|
2025
Q3 | $2.51M | Buy |
10,752
+873
| +9% | +$198K | ﹤0.01% | 1359 |
|
|
2025
Q2 | $2M | Sell |
9,879
-657
| -6% | -$142K | ﹤0.01% | 1314 |
|
|
2025
Q1 | $2.34M | Buy |
10,536
+244
| +2% | +$57.9K | ﹤0.01% | 1086 |
|
|
2024
Q4 | $2.54M | Sell |
10,292
-35
| -0.3% | -$10.1K | ﹤0.01% | 991 |
|
|
2024
Q3 | $2.97M | Buy |
10,327
+368
| +4% | +$92K | ﹤0.01% | 866 |
|
|
2024
Q2 | $2.17M | Buy |
9,959
+36
| +0.4% | +$8.81K | ﹤0.01% | 949 |
|
|
2024
Q1 | $2.7M | Sell |
9,923
-348
| -3% | -$82.2K | ﹤0.01% | 847 |
|
|
2023
Q4 | $2.08M | Sell |
10,271
-81
| -0.8% | -$14.2K | ﹤0.01% | 905 |
|
|
2023
Q3 | $1.72M | Buy |
10,352
+7,793
| +305% | +$1.42M | ﹤0.01% | 925 |
|
|
2023
Q2 | $477K | Buy |
2,559
+69
| +3% | +$11K | ﹤0.01% | 1582 |
|
|
2023
Q1 | $365K | Buy |
2,490
+83
| +3% | +$11.8K | ﹤0.01% | 1670 |
|
|
2022
Q4 | $320K | Buy |
2,407
+534
| +29% | +$67.5K | ﹤0.01% | 1679 |
|
|
2022
Q3 | $201K | Buy |
+1,873
| New | +$224K | ﹤0.01% | 1915 |
|
|
2022
Q2 | – | Sell |
-1,658
| Closed | -$213K | – | 2373 |
|
|
2022
Q1 | $213K | Buy |
1,658
+155
| +10% | +$22K | ﹤0.01% | 1857 |
|
|
2021
Q4 | $250K | Sell |
1,503
-350
| -19% | -$53.8K | ﹤0.01% | 1743 |
|
|
2021
Q3 | $243K | Hold |
1,853
| – | – | ﹤0.01% | 1728 |
|
|
2021
Q2 | $263K | Buy |
+1,853
| New | +$266K | ﹤0.01% | 1633 |
|
|
2017
Q3 | – | Sell |
-632
| Closed | -$58K | – | 2464 |
|
|
2017
Q2 | $58K | Sell |
632
-34
| -5% | -$3.27K | ﹤0.01% | 2402 |
|
|
2017
Q1 | $65K | Buy |
666
+54
| +9% | +$5.5K | ﹤0.01% | 2276 |
|
|
2016
Q4 | $60K | Buy |
612
+62
| +11% | +$5.57K | ﹤0.01% | 2239 |
|
|
2016
Q3 | $43K | Hold |
550
| – | – | ﹤0.01% | 2479 |
|
|
2016
Q2 | $42K | Buy |
550
+20
| +4% | +$1.51K | ﹤0.01% | 2260 |
|
|
2016
Q1 | $37K | Hold |
530
| – | – | ﹤0.01% | 2307 |
|
|
2015
Q4 | $32K | Sell |
530
-420
| -44% | -$28K | ﹤0.01% | 2470 |
|
|
2015
Q3 | $65K | Buy |
+950
| New | +$74.2K | ﹤0.01% | 1854 |
|
|
2015
Q2 | – | Sell |
-2,587
| Closed | -$216K | – | 1696 |
|
|
2015
Q1 | $216K | Sell |
2,587
-65
| -2% | -$5.06K | ﹤0.01% | 1155 |
|
|
2014
Q4 | $202K | Buy |
2,652
+50
| +2% | +$4.23K | ﹤0.01% | 1132 |
|
|
2014
Q3 | $265K | Sell |
2,602
-6
| -0.2% | -$583 | ﹤0.01% | 927 |
|
|
2014
Q2 | $246K | Buy |
2,608
+6
| +0.2% | +$525 | ﹤0.01% | 931 |
|
|
2014
Q1 | $231K | Buy |
2,602
+435
| +20% | +$35.9K | ﹤0.01% | 935 |
|
|
2013
Q4 | $168K | Sell |
2,167
-54
| -2% | -$4.06K | ﹤0.01% | 945 |
|
|
2013
Q3 | $161K | Buy |
2,221
+54
| +2% | +$3.67K | ﹤0.01% | 857 |
|
|
2013
Q2 | $144K | Buy |
+2,167
| New | +$150K | ﹤0.01% | 797 |
|
Other funds holding EXP
VCM
VPM
BG
BCIM
