Creative Planning’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Buy |
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|
2025
Q1 | $331K | Buy |
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|
2024
Q4 | $279K | Sell |
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|
2024
Q3 | $286K | Buy |
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|
2024
Q2 | $216K | Sell |
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|
2024
Q1 | $223K | Buy |
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|
2023
Q4 | $239K | Buy |
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|
2023
Q3 | $184K | Sell |
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|
2023
Q2 | $172K | Hold |
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|
2023
Q1 | $211K | Hold |
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|
2022
Q4 | $267K | Hold |
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|
2022
Q3 | $264K | Buy |
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|
2022
Q2 | $285K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $25K | Hold |
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|
2014
Q3 | $22K | Buy |
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|
2014
Q2 | $6K | Buy |
|