Creative Planning’s Eagle Materials EXP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2M Sell
9,879
-657
-6% -$133K ﹤0.01% 1310
2025
Q1
$2.34M Buy
10,536
+244
+2% +$54.2K ﹤0.01% 1083
2024
Q4
$2.54M Sell
10,292
-35
-0.3% -$8.64K ﹤0.01% 988
2024
Q3
$2.97M Buy
10,327
+368
+4% +$106K ﹤0.01% 866
2024
Q2
$2.17M Buy
9,959
+36
+0.4% +$7.83K ﹤0.01% 947
2024
Q1
$2.7M Sell
9,923
-348
-3% -$94.6K ﹤0.01% 846
2023
Q4
$2.08M Sell
10,271
-81
-0.8% -$16.4K ﹤0.01% 903
2023
Q3
$1.72M Buy
10,352
+7,793
+305% +$1.3M ﹤0.01% 923
2023
Q2
$477K Buy
2,559
+69
+3% +$12.9K ﹤0.01% 1576
2023
Q1
$365K Buy
2,490
+83
+3% +$12.2K ﹤0.01% 1664
2022
Q4
$320K Buy
2,407
+534
+29% +$70.9K ﹤0.01% 1672
2022
Q3
$201K Buy
+1,873
New +$201K ﹤0.01% 1903
2022
Q2
Sell
-1,658
Closed -$213K 2275
2022
Q1
$213K Buy
1,658
+155
+10% +$19.9K ﹤0.01% 1854
2021
Q4
$250K Sell
1,503
-350
-19% -$58.2K ﹤0.01% 1743
2021
Q3
$243K Hold
1,853
﹤0.01% 1725
2021
Q2
$263K Buy
+1,853
New +$263K ﹤0.01% 1625
2017
Q3
Sell
-632
Closed -$58K 2407
2017
Q2
$58K Sell
632
-34
-5% -$3.12K ﹤0.01% 2386
2017
Q1
$65K Buy
666
+54
+9% +$5.27K ﹤0.01% 2259
2016
Q4
$60K Buy
612
+62
+11% +$6.08K ﹤0.01% 2223
2016
Q3
$43K Hold
550
﹤0.01% 2459
2016
Q2
$42K Buy
550
+20
+4% +$1.53K ﹤0.01% 2245
2016
Q1
$37K Hold
530
﹤0.01% 2293
2015
Q4
$32K Sell
530
-420
-44% -$25.4K ﹤0.01% 2446
2015
Q3
$65K Buy
+950
New +$65K ﹤0.01% 1845
2015
Q2
Sell
-2,587
Closed -$216K 1629
2015
Q1
$216K Sell
2,587
-65
-2% -$5.43K ﹤0.01% 1150
2014
Q4
$202K Buy
2,652
+50
+2% +$3.81K ﹤0.01% 1127
2014
Q3
$265K Sell
2,602
-6
-0.2% -$611 ﹤0.01% 926
2014
Q2
$246K Buy
2,608
+6
+0.2% +$566 ﹤0.01% 928
2014
Q1
$231K Buy
2,602
+435
+20% +$38.6K ﹤0.01% 934
2013
Q4
$168K Sell
2,167
-54
-2% -$4.19K ﹤0.01% 945
2013
Q3
$161K Buy
2,221
+54
+2% +$3.91K ﹤0.01% 857
2013
Q2
$144K Buy
+2,167
New +$144K ﹤0.01% 797