Creative Planning’s Fulgent Genetics FLGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $796K | Buy |
40,021
+23,766
| +146% | +$472K | ﹤0.01% | 2052 |
|
|
2025
Q1 | $275K | Sell |
16,255
-15,376
| -49% | -$260K | ﹤0.01% | 2829 |
|
|
2024
Q4 | $584K | Buy |
31,631
+5,632
| +22% | +$104K | ﹤0.01% | 2079 |
|
|
2024
Q3 | $565K | Buy |
25,999
+8,075
| +45% | +$175K | ﹤0.01% | 1986 |
|
|
2024
Q2 | $352K | Buy |
17,924
+6,415
| +56% | +$126K | ﹤0.01% | 2219 |
|
|
2024
Q1 | $250K | Buy |
+11,509
| New | +$250K | ﹤0.01% | 2391 |
|
|
2023
Q3 | – | Sell |
-6,749
| Closed | -$250K | – | 2850 |
|
|
2023
Q2 | $250K | Sell |
6,749
-1,028
| -13% | -$38.1K | ﹤0.01% | 2039 |
|
|
2023
Q1 | $243K | Buy |
7,777
+7,477
| +2,492% | +$233K | ﹤0.01% | 1968 |
|
|
2022
Q4 | $8.93K | Buy |
+300
| New | +$8.93K | ﹤0.01% | 2321 |
|
|
2022
Q1 | – | Sell |
-3,376
| Closed | -$340K | – | 2300 |
|
|
2021
Q4 | $340K | Buy |
3,376
+441
| +15% | +$44.4K | ﹤0.01% | 1533 |
|
|
2021
Q3 | $264K | Sell |
2,935
-2,020
| -41% | -$182K | ﹤0.01% | 1670 |
|
|
2021
Q2 | $457K | Sell |
4,955
-31,411
| -86% | -$2.9M | ﹤0.01% | 1330 |
|
|
2021
Q1 | $3.51M | Buy |
36,366
+17,450
| +92% | +$1.69M | 0.01% | 506 |
|
|
2020
Q4 | $986K | Buy |
+18,916
| New | +$986K | ﹤0.01% | 945 |
|
|
2017
Q1 | – | Sell |
-500
| Closed | -$6K | – | 4547 |
|
|
2016
Q4 | $6K | Buy |
+500
| New | +$6K | ﹤0.01% | 3771 |
|