Creative Planning’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Buy |
17,072
+3,809
| +29% | +$97.8K | ﹤0.01% | 2576 |
|
|
2025
Q1 | $331K | Buy |
13,263
+3,029
| +30% | +$75.6K | ﹤0.01% | 2653 |
|
|
2024
Q4 | $279K | Sell |
10,234
-988
| -9% | -$27K | ﹤0.01% | 2713 |
|
|
2024
Q3 | $286K | Buy |
11,222
+56
| +0.5% | +$1.43K | ﹤0.01% | 2554 |
|
|
2024
Q2 | $216K | Sell |
11,166
-697
| -6% | -$13.5K | ﹤0.01% | 2609 |
|
|
2024
Q1 | $223K | Buy |
11,863
+647
| +6% | +$12.2K | ﹤0.01% | 2488 |
|
|
2023
Q4 | $239K | Buy |
11,216
+262
| +2% | +$5.58K | ﹤0.01% | 2267 |
|
|
2023
Q3 | $184K | Sell |
10,954
-4
| -0% | -$67 | ﹤0.01% | 2252 |
|
|
2023
Q2 | $172K | Hold |
10,958
| – | – | ﹤0.01% | 2239 |
|
|
2023
Q1 | $211K | Hold |
10,958
| – | – | ﹤0.01% | 2082 |
|
|
2022
Q4 | $267K | Hold |
10,958
| – | – | ﹤0.01% | 1795 |
|
|
2022
Q3 | $264K | Buy |
10,958
+4
| +0% | +$96 | ﹤0.01% | 1719 |
|
|
2022
Q2 | $285K | Buy |
+10,954
| New | +$285K | ﹤0.01% | 1642 |
|
|
2015
Q1 | – | Sell |
-1,000
| Closed | -$25K | – | 4115 |
|
|
2014
Q4 | $25K | Hold |
1,000
| – | – | ﹤0.01% | 2469 |
|
|
2014
Q3 | $22K | Buy |
1,000
+733
| +275% | +$16.1K | ﹤0.01% | 2453 |
|
|
2014
Q2 | $6K | Buy |
+267
| New | +$6K | ﹤0.01% | 3031 |
|