Creative Planning’s FTI Consulting FCN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
9,788
+3,653
| +60% | +$590K | ﹤0.01% | 1494 |
|
|
2025
Q1 | $1.01M | Sell |
6,135
-138
| -2% | -$22.6K | ﹤0.01% | 1705 |
|
|
2024
Q4 | $1.2M | Buy |
6,273
+9
| +0.1% | +$1.72K | ﹤0.01% | 1503 |
|
|
2024
Q3 | $1.43M | Buy |
6,264
+597
| +11% | +$136K | ﹤0.01% | 1272 |
|
|
2024
Q2 | $1.22M | Buy |
5,667
+1,264
| +29% | +$272K | ﹤0.01% | 1269 |
|
|
2024
Q1 | $926K | Buy |
4,403
+124
| +3% | +$26.1K | ﹤0.01% | 1375 |
|
|
2023
Q4 | $852K | Buy |
4,279
+634
| +17% | +$126K | ﹤0.01% | 1324 |
|
|
2023
Q3 | $650K | Sell |
3,645
-177
| -5% | -$31.6K | ﹤0.01% | 1387 |
|
|
2023
Q2 | $727K | Buy |
3,822
+1,881
| +97% | +$358K | ﹤0.01% | 1299 |
|
|
2023
Q1 | $383K | Buy |
+1,941
| New | +$383K | ﹤0.01% | 1643 |
|
|
2022
Q4 | – | Sell |
-1,612
| Closed | -$267K | – | 2408 |
|
|
2022
Q3 | $267K | Buy |
+1,612
| New | +$267K | ﹤0.01% | 1708 |
|
|
2017
Q3 | – | Sell |
-1,520
| Closed | -$53K | – | 2422 |
|
|
2017
Q2 | $53K | Buy |
1,520
+1,395
| +1,116% | +$48.6K | ﹤0.01% | 2448 |
|
|
2017
Q1 | $5K | Hold |
125
| – | – | ﹤0.01% | 3889 |
|
|
2016
Q4 | $6K | Buy |
+125
| New | +$6K | ﹤0.01% | 3769 |
|
|
2014
Q4 | – | Sell |
-200
| Closed | -$7K | – | 4054 |
|
|
2014
Q3 | $7K | Hold |
200
| – | – | ﹤0.01% | 3075 |
|
|
2014
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 2907 |
|
|
2014
Q1 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 2861 |
|