Creative Planning’s FinVolution Group FINV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Sell |
50,802
-15,001
| -23% | -$142K | ﹤0.01% | 2493 |
|
|
2025
Q1 | $634K | Sell |
65,803
-1,154
| -2% | -$11.1K | ﹤0.01% | 2074 |
|
|
2024
Q4 | $455K | Sell |
66,957
-331
| -0.5% | -$2.25K | ﹤0.01% | 2306 |
|
|
2024
Q3 | $416K | Buy |
67,288
+9,243
| +16% | +$57.1K | ﹤0.01% | 2267 |
|
|
2024
Q2 | $277K | Sell |
58,045
-4,707
| -8% | -$22.5K | ﹤0.01% | 2408 |
|
|
2024
Q1 | $316K | Buy |
62,752
+3,817
| +6% | +$19.2K | ﹤0.01% | 2197 |
|
|
2023
Q4 | $289K | Buy |
58,935
+20,625
| +54% | +$101K | ﹤0.01% | 2107 |
|
|
2023
Q3 | $191K | Buy |
38,310
+1,513
| +4% | +$7.54K | ﹤0.01% | 2247 |
|
|
2023
Q2 | $169K | Buy |
36,797
+26,059
| +243% | +$120K | ﹤0.01% | 2244 |
|
|
2023
Q1 | $44.8K | Sell |
10,738
-2,119
| -16% | -$8.84K | ﹤0.01% | 2336 |
|
|
2022
Q4 | $63.8K | Buy |
+12,857
| New | +$63.8K | ﹤0.01% | 2188 |
|
|
2021
Q4 | – | Sell |
-10,233
| Closed | -$58K | – | 2110 |
|
|
2021
Q3 | $58K | Hold |
10,233
| – | – | ﹤0.01% | 1975 |
|
|
2021
Q2 | $97K | Sell |
10,233
-40,000
| -80% | -$379K | ﹤0.01% | 1864 |
|
|
2021
Q1 | $352K | Buy |
50,233
+20,000
| +66% | +$140K | ﹤0.01% | 1660 |
|
|
2020
Q4 | $81K | Buy |
30,233
+20,000
| +195% | +$53.6K | ﹤0.01% | 1988 |
|
|
2020
Q3 | $19K | Buy |
+10,233
| New | +$19K | ﹤0.01% | 1917 |
|