Creative Planning’s Flowserve FLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $920K | Buy |
17,576
+8,777
| +100% | +$459K | ﹤0.01% | 1928 |
|
|
2025
Q1 | $430K | Sell |
8,799
-1,644
| -16% | -$80.3K | ﹤0.01% | 2424 |
|
|
2024
Q4 | $601K | Buy |
10,443
+3,564
| +52% | +$205K | ﹤0.01% | 2051 |
|
|
2024
Q3 | $356K | Buy |
6,879
+444
| +7% | +$23K | ﹤0.01% | 2388 |
|
|
2024
Q2 | $310K | Sell |
6,435
-456
| -7% | -$21.9K | ﹤0.01% | 2311 |
|
|
2024
Q1 | $315K | Buy |
6,891
+161
| +2% | +$7.35K | ﹤0.01% | 2203 |
|
|
2023
Q4 | $277K | Buy |
6,730
+983
| +17% | +$40.5K | ﹤0.01% | 2140 |
|
|
2023
Q3 | $229K | Buy |
5,747
+136
| +2% | +$5.41K | ﹤0.01% | 2137 |
|
|
2023
Q2 | $208K | Buy |
5,611
+5,604
| +80,057% | +$208K | ﹤0.01% | 2177 |
|
|
2023
Q1 | $238 | Buy |
+7
| New | +$238 | ﹤0.01% | 2518 |
|
|
2021
Q4 | – | Sell |
-5,967
| Closed | -$207K | – | 2111 |
|
|
2021
Q3 | $207K | Buy |
5,967
+602
| +11% | +$20.9K | ﹤0.01% | 1839 |
|
|
2021
Q2 | $216K | Sell |
5,365
-1,791
| -25% | -$72.1K | ﹤0.01% | 1757 |
|
|
2021
Q1 | $278K | Buy |
7,156
+94
| +1% | +$3.65K | ﹤0.01% | 1812 |
|
|
2020
Q4 | $260K | Buy |
+7,062
| New | +$260K | ﹤0.01% | 1681 |
|
|
2020
Q3 | – | Sell |
-7,254
| Closed | -$207K | – | 1972 |
|
|
2020
Q2 | $207K | Buy |
+7,254
| New | +$207K | ﹤0.01% | 1491 |
|
|
2020
Q1 | – | Sell |
-9,114
| Closed | -$454K | – | 1802 |
|
|
2019
Q4 | $454K | Buy |
9,114
+4,123
| +83% | +$205K | ﹤0.01% | 1155 |
|
|
2019
Q3 | $233K | Sell |
4,991
-262
| -5% | -$12.2K | ﹤0.01% | 1496 |
|
|
2019
Q2 | $277K | Sell |
5,253
-167
| -3% | -$8.81K | ﹤0.01% | 1416 |
|
|
2019
Q1 | $245K | Hold |
5,420
| – | – | ﹤0.01% | 1445 |
|
|
2018
Q4 | $206K | Sell |
5,420
-276
| -5% | -$10.5K | ﹤0.01% | 1466 |
|
|
2018
Q3 | $312K | Buy |
+5,696
| New | +$312K | ﹤0.01% | 1361 |
|
|
2017
Q3 | – | Sell |
-2,408
| Closed | -$112K | – | 2455 |
|
|
2017
Q2 | $112K | Buy |
2,408
+141
| +6% | +$6.56K | ﹤0.01% | 1896 |
|
|
2017
Q1 | $110K | Sell |
2,267
-455
| -17% | -$22.1K | ﹤0.01% | 1873 |
|
|
2016
Q4 | $131K | Sell |
2,722
-45
| -2% | -$2.17K | ﹤0.01% | 1670 |
|
|
2016
Q3 | $133K | Buy |
2,767
+35
| +1% | +$1.68K | ﹤0.01% | 1642 |
|
|
2016
Q2 | $123K | Sell |
2,732
-150
| -5% | -$6.75K | ﹤0.01% | 1533 |
|
|
2016
Q1 | $128K | Sell |
2,882
-1,316
| -31% | -$58.4K | ﹤0.01% | 1472 |
|
|
2015
Q4 | $177K | Sell |
4,198
-1,278
| -23% | -$53.9K | ﹤0.01% | 1264 |
|
|
2015
Q3 | $225K | Buy |
+5,476
| New | +$225K | ﹤0.01% | 1122 |
|
|
2015
Q2 | – | Sell |
-3,024
| Closed | -$171K | – | 1674 |
|
|
2015
Q1 | $171K | Buy |
3,024
+659
| +28% | +$37.3K | ﹤0.01% | 1268 |
|
|
2014
Q4 | $141K | Sell |
2,365
-98
| -4% | -$5.84K | ﹤0.01% | 1341 |
|
|
2014
Q3 | $174K | Buy |
2,463
+248
| +11% | +$17.5K | ﹤0.01% | 1132 |
|
|
2014
Q2 | $165K | Hold |
2,215
| – | – | ﹤0.01% | 1131 |
|
|
2014
Q1 | $174K | Sell |
2,215
-478
| -18% | -$37.5K | ﹤0.01% | 1067 |
|
|
2013
Q4 | $212K | Sell |
2,693
-38
| -1% | -$2.99K | ﹤0.01% | 839 |
|
|
2013
Q3 | $170K | Buy |
2,731
+52
| +2% | +$3.24K | ﹤0.01% | 831 |
|
|
2013
Q2 | $145K | Buy |
+2,679
| New | +$145K | ﹤0.01% | 794 |
|