Creative Planning’s First American FAF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $744K | Buy |
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|
2025
Q2 | $550K | Buy |
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|
2025
Q1 | $518K | Buy |
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|
2024
Q4 | $488K | Sell |
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|
2024
Q3 | $541K | Sell |
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|
2024
Q2 | $526K | Buy |
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|
2024
Q1 | $563K | Buy |
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|
2023
Q4 | $577K | Sell |
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|
2023
Q3 | $513K | Buy |
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|
2023
Q2 | $516K | Buy |
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|
2023
Q1 | $411K | Sell |
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|
2022
Q4 | $483K | Buy |
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|
2022
Q3 | $337K | Buy |
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|
2022
Q2 | $321K | Sell |
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|
2022
Q1 | $484K | Buy |
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|
2021
Q4 | $484K | Buy |
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|
2021
Q3 | $404K | Buy |
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|
2021
Q2 | $357K | Buy |
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|
2021
Q1 | $319K | Buy |
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|
2020
Q4 | $278K | Hold |
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|
2020
Q3 | $274K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $559K | Sell |
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|
2019
Q4 | $1.11M | Buy |
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|
2019
Q3 | $265K | Sell |
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|
2019
Q2 | $260K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $102K | Buy |
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|
2017
Q1 | $85K | Buy |
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|
2016
Q4 | $50K | Sell |
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|
2016
Q3 | $61K | Buy |
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|
2016
Q2 | $24K | Sell |
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|
2016
Q1 | $27K | Hold |
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|
2015
Q4 | $25K | Sell |
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|
2015
Q3 | $40K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $14K | Hold |
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|
2014
Q4 | $13K | Sell |
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|
2014
Q3 | $15K | Hold |
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|
2014
Q2 | $15K | Buy |
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|
2014
Q1 | $8K | Hold |
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|
2013
Q4 | $8K | Hold |
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|
2013
Q3 | $7K | Sell |
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|
2013
Q2 | $9K | Buy |
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