Creative Planning’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.02M | Buy |
160,619
+15,256
| +10% | +$762K | 0.01% | 584 |
|
|
2025
Q1 | $4.81M | Buy |
145,363
+2,132
| +1% | +$70.5K | ﹤0.01% | 722 |
|
|
2024
Q4 | $5.5M | Buy |
143,231
+1,860
| +1% | +$71.4K | 0.01% | 632 |
|
|
2024
Q3 | $4.73M | Buy |
141,371
+839
| +0.6% | +$28K | ﹤0.01% | 659 |
|
|
2024
Q2 | $4.14M | Sell |
140,532
-566
| -0.4% | -$16.7K | ﹤0.01% | 690 |
|
|
2024
Q1 | $4.04M | Sell |
141,098
-51,308
| -27% | -$1.47M | ﹤0.01% | 686 |
|
|
2023
Q4 | $4.42M | Buy |
192,406
+1,425
| +0.7% | +$32.7K | 0.01% | 597 |
|
|
2023
Q3 | $3.88M | Buy |
190,981
+30
| +0% | +$610 | 0.01% | 602 |
|
|
2023
Q2 | $3.98M | Buy |
190,951
+1,834
| +1% | +$38.2K | 0.01% | 586 |
|
|
2023
Q1 | $3.28M | Buy |
189,117
+706
| +0.4% | +$12.2K | ﹤0.01% | 616 |
|
|
2022
Q4 | $3.05M | Sell |
188,411
-14,230
| -7% | -$230K | ﹤0.01% | 611 |
|
|
2022
Q3 | $2.54M | Buy |
202,641
+711
| +0.4% | +$8.93K | ﹤0.01% | 611 |
|
|
2022
Q2 | $2.2M | Buy |
201,930
+1,408
| +0.7% | +$15.4K | ﹤0.01% | 687 |
|
|
2022
Q1 | $2.8M | Sell |
200,522
-557
| -0.3% | -$7.79K | ﹤0.01% | 620 |
|
|
2021
Q4 | $2.78M | Buy |
201,079
+434
| +0.2% | +$6K | ﹤0.01% | 590 |
|
|
2021
Q3 | $2.67M | Sell |
200,645
-3,693
| -2% | -$49.2K | ﹤0.01% | 593 |
|
|
2021
Q2 | $2.75M | Sell |
204,338
-3,709
| -2% | -$50K | ﹤0.01% | 567 |
|
|
2021
Q1 | $2.87M | Buy |
208,047
+6,141
| +3% | +$84.7K | 0.01% | 571 |
|
|
2020
Q4 | $2.74M | Buy |
201,906
+394
| +0.2% | +$5.34K | 0.01% | 545 |
|
|
2020
Q3 | $1.69M | Buy |
201,512
+18,986
| +10% | +$159K | ﹤0.01% | 610 |
|
|
2020
Q2 | $1.41M | Sell |
182,526
-3,311
| -2% | -$25.6K | ﹤0.01% | 617 |
|
|
2020
Q1 | $1.17M | Buy |
185,837
+393
| +0.2% | +$2.48K | ﹤0.01% | 581 |
|
|
2019
Q4 | $1.76M | Buy |
185,444
+2,808
| +2% | +$26.7K | 0.01% | 555 |
|
|
2019
Q3 | $1.44M | Sell |
182,636
-6,968
| -4% | -$54.9K | ﹤0.01% | 601 |
|
|
2019
Q2 | $1.37M | Buy |
189,604
+489
| +0.3% | +$3.53K | ﹤0.01% | 629 |
|
|
2019
Q1 | $1.43M | Sell |
189,115
-6,965
| -4% | -$52.5K | 0.01% | 587 |
|
|
2018
Q4 | $1.12M | Buy |
196,080
+800
| +0.4% | +$4.59K | ﹤0.01% | 619 |
|
|
2018
Q3 | $1.93M | Sell |
195,280
-798
| -0.4% | -$7.89K | 0.01% | 487 |
|
|
2018
Q2 | $2.09M | Buy |
196,078
+2,534
| +1% | +$26.9K | 0.01% | 459 |
|
|
2018
Q1 | $2.38M | Buy |
193,544
+2,303
| +1% | +$28.3K | 0.01% | 420 |
|
|
2017
Q4 | $2.59M | Sell |
191,241
-69
| -0% | -$936 | 0.01% | 398 |
|
|
2017
Q3 | $2.39M | Sell |
191,310
-211
| -0.1% | -$2.64K | 0.01% | 409 |
|
|
2017
Q2 | $2.35M | Buy |
191,521
+990
| +0.5% | +$12.2K | 0.01% | 391 |
|
|
2017
Q1 | $2.41M | Sell |
190,531
-1,718
| -0.9% | -$21.7K | 0.01% | 366 |
|
|
2016
Q4 | $2.08M | Buy |
192,249
+1,521
| +0.8% | +$16.5K | 0.01% | 395 |
|
|
2016
Q3 | $1.96M | Buy |
190,728
+1,498
| +0.8% | +$15.4K | 0.01% | 385 |
|
|
2016
Q2 | $1.68M | Sell |
189,230
-3,559
| -2% | -$31.7K | 0.01% | 383 |
|
|
2016
Q1 | $1.75M | Buy |
192,789
+9,307
| +5% | +$84.6K | 0.01% | 342 |
|
|
2015
Q4 | $1.55M | Sell |
183,482
-1,645
| -0.9% | -$13.9K | 0.01% | 373 |
|
|
2015
Q3 | $1.47M | Buy |
185,127
+2,309
| +1% | +$18.3K | 0.01% | 366 |
|
|
2015
Q2 | $1.56M | Sell |
182,818
-2,247
| -1% | -$19.1K | 0.01% | 353 |
|
|
2015
Q1 | $1.77M | Sell |
185,065
-4,776
| -3% | -$45.6K | 0.02% | 310 |
|
|
2014
Q4 | $1.6M | Sell |
189,841
-4,882
| -3% | -$41.1K | 0.02% | 323 |
|
|
2014
Q3 | $1.51M | Buy |
194,723
+5,592
| +3% | +$43.5K | 0.02% | 299 |
|
|
2014
Q2 | $1.58M | Buy |
189,131
+13,587
| +8% | +$113K | 0.02% | 276 |
|
|
2014
Q1 | $1.22M | Buy |
175,544
+746
| +0.4% | +$5.19K | 0.02% | 316 |
|
|
2013
Q4 | $1.02M | Sell |
174,798
-132
| -0.1% | -$773 | 0.02% | 297 |
|
|
2013
Q3 | $1.2M | Sell |
174,930
-531
| -0.3% | -$3.64K | 0.02% | 234 |
|
|
2013
Q2 | $1.02M | Buy |
+175,461
| New | +$1.02M | 0.02% | 224 |
|